Darryl K Dougan

US Patent:

20050015296, Jan 20, 2005

Filed:

May 28, 2004

Appl. No.:

10/856513

Inventors:

Darryl Dougan - New York NY, US

International Classification:

G06F017/60

US Classification:

705010000

Abstract:

A method is provided for determining the investing style of a particular investor so to improve the communications between a financial advisor and the investor, and to optimize the provisioning of financial products and services to the investor, and includes the steps of a) determining a plurality of investing styles; b) identifying an optimized question set; c) receiving from the investor, answers to the optimized question set; d) identifying the investor as having one of the plurality of investing styles based on the answers; and e) selectively communicating with the investor based on the identified investing style.