Paul R Samuelson

US Patent:

20070208645, Sep 6, 2007

Filed:

May 1, 2007

Appl. No.:

11/799498

Inventors:

Mark Hoffman - Norwell MA, US
Donald McRae - Chagrin Falls OH, US
Paul Samuelson - Newton MA, US
Evan Schulman - Boston MA, US
James Walker - Maynard MA, US

International Classification:

G06Q 40/00

US Classification:

70503600R, 70503600T

Abstract:

The present invention provides investment advice systems. One version of the present invention provides investment advice systems that allow a user to select one or more advisors from a list of investment advisors. According to this version of the invention, the end user can receive advice on a particular transaction either separately from each investment advisor or in consensus. The system offers advice in part on the user's portfolio, tax position and risk profile and in part on the advisors evaluation of current market conditions. Thus, when a user is considering making a transaction, the user can obtain advice that can take into portfolio information including a user's proposed transaction and/or user portfolio information. A user armed with the above-described customized advice can execute a specific transaction and have their portfolio updated to reflect execution of that (those) order(s). In an alternative embodiment, a user's desire to buy or sell a security and/or a need for rebalancing a user's portfolio can generate transaction(s). As a result, the system will generate a buy/sell list (including recommended alternatives) from which a user can select.

US Patent:

20070282732, Dec 6, 2007

Filed:

Jun 6, 2006

Appl. No.:

11/447577

Inventors:

H. Evan C. Schulman - Boston MA, US
Mark W. Hoffman - Norwell MA, US
Paul R. Samuelson - West Newton MA, US
Donald McRae - Chagrin Falls OH, US

International Classification:

G06Q 40/00

US Classification:

705 37

Abstract:

Systems and methods configured to alert a portfolio manager (or other asset manager, investor, or proxy) as to the presence of a trade opportunity, such as an order, acceptance of which would improve a portfolio managed by the portfolio manager. The systems and methods may facilitate trading in securities that are illiquid, and additionally may increase anonymity in placing orders.

US Patent:

20140032446, Jan 30, 2014

Filed:

May 10, 2012

Appl. No.:

13/468193

Inventors:

Paul R. Samuelson - West Newton MA, US

Assignee:

LifeYield, LLC - Boston MA

International Classification:

G06Q 40/06

US Classification:

705 36 T

Abstract:

Computer-implemented methods for transforming an investment portfolio that contains at least one separately-managed subaccount. Once instructions are received from a user with respect to cashflows, a net present value of future income is calculated for each separately managed subaccount considered as included within a taxable account or tax-advantaged account. A gap is then calculated between current and expected after-tax values of incremental withdrawals from each of the taxable and tax-advantaged accounts, as well as risk, tax, and location scores. On the basis of a combination score, putative trades are evaluated, with sales and purchases assigned to subaccounts, and the investment portfolio is transformed by implementing trades on the basis of the forgoing processes.

US Patent:

7249080, Jul 24, 2007

Filed:

Oct 25, 2000

Appl. No.:

09/696762

Inventors:

Mark Hoffman - Norwell MA, US
Donald A. McRae - Chagrin Falls OH, US
Paul Samuelson - Newton MA, US
Evan Schulman - Boston MA, US
James L. Walker - Maynard MA, US

Assignee:

Upstream Technologies LLC - Boston MA

International Classification:

G06Q 40/00

US Classification:

705 36, 705 35, 705 37, 705 38

Abstract:

The present invention provides investment advice systems. One version of the present invention provides investment advice systems that allow a user to select one or more advisors from a list of investment advisors. According to this version of the invention, the end user can receive advice on a particular transaction either separately from each investment advisor or in consensus. The system offers advice in part on the user's portfolio, tax position and risk profile and in part on the advisors evaluation of current market conditions. Thus, when a user is considering making a transaction, the user can obtain advice that can take into portfolio information including a user's proposed transaction and/or user portfolio information. A user armed with the above-described customized advice can execute a specific transaction and have their portfolio updated to reflect execution of that (those) order(s). In an alternative embodiment, a user's desire to buy or sell a security and/or a need for rebalancing a user's portfolio can generate transaction(s).

US Patent:

20140244543, Aug 28, 2014

Filed:

May 10, 2012

Appl. No.:

13/468198

Inventors:

Paul R. Samuelson - West Newton MA, US

Assignee:

LifeYield, LLC - Boston MA

International Classification:

G06Q 40/06

US Classification:

705 36 T

Abstract:

Computer-implemented methods for optimizing income sources in an investment portfolio over a specified course of years. Once input data concerning household income sources, investment assets, preferences and putative strategies have been received, sources of income available to the household in a first year are then optimized on the basis of a first set of simulation assumptions. Sources include social security, investment income, withdrawals from accounts, and annuity income. Iteration over a specified retirement period yields an optimized sequence of income, as well as recommended sources of income and investment allocations.

Address:

17 Winthrop St, West Newton, MA 02465

Phone:

617 266-7991

VIN:

2HGFA16587H501886

Make:

HONDA

Model:

CIVIC

Year:

2007