Other

Gregory McCabe Finn

Bruce Gordon Bernstein

An investment system comprising at least one investor, at least one financial market, and an investment vehicle. The investment vehicle enables the at least one investor to selectively buy and sell interests in each of a plurality of different individual securities traded on the at least one financial market. For each of the plurality of individual securities, interests in the security which are bought or sold by the at least one investor can correspond to a selected fractionalized market unit of the security.

Investment system and method

An investment portfolio development and management system using dynamically linked and re-configurable portfolio building blocks for the construction and management of hierarchical portfolios. These building blocks are graphical structural elements of an investment portfolio that represent either individual investments or the hierarchical groupings of individual investments in a multi-tiered investment structure. The portfolio building blocks provide access to a variety of identity/position specific investment tools and they can be individually programmed and dynamically linked to enable two-way information flow both up and down the hierarchical structure to facilitate structured portfolio management functionality and information transfer consistent with the portfolio's structural design.

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Pittsburgh, PA, United States of America

Gregory McCabe Finn