METHOD FOR MAKING FINANCIAL INVESTMENTS

摘要

This invention relates to a computer-implemented process which will allow members of the public to create, acquire and monitor a custom-designed investment program directly and simultaneously, utilizing the services of various independent investment advisors, through a unique interactive Internet system. More specifically, this process will enable individuals or other entities, desiring to create a multi-faceted financial investment portfolio, to utilize the Internet to: (1) determine the structure of the investment portfolio desired; (2) select from among a number of independent investment advisors to execute and manage the purchase, maintenance and/or sale of discrete parts of said portfolio; and (3) monitor, in real time, the status of said portfolios after the creation thereof. This unique process will enable the individual customers to make educated choices among the various independent investment advisors to create, monitor and manage discretionary investment portfolios through the use of the Internet.