System and method for trading securities using portfolios defined by an advisor

A system for managing a plurality of investments for a plurality of investors, the system comprising:

• at least one processor;
• and
• a memory storing instructions that when executed by the at least one processor, cause the system to perform
• receiving, with the at least one processor, a plurality of investment strategies from a plurality of investment advisors, each investment strategy of the plurality of investment strategies including a plurality of model portfolios, each model portfolio of the plurality of model portfolios including a plurality of first indications, each first indication of the plurality of first indications indicating a percentage of the model portfolio to be allocated to an investment of a plurality of investments;
• receiving, with the at least one processor, a selection of one of the plurality of investment advisors and answers to a plurality of questions from each of the plurality of investors;
• linking, with the at least one processor, each of the plurality of investors to a model portfolio of an investment strategy of one of the plurality of investment advisors responsive to the received answers and the received selection of each of the plurality of investors;
• investing, with the at least one processor, funds of each of the plurality of investors based on the plurality of first indications in the model portfolio linked to each of the plurality of investors;
• receiving, with the at least one processor, a second indication, from an investment advisor, indicating an updated percentage of one of the investments of the plurality of investments of a model portfolio of the investment advisor, the second indication superseding one of the plurality of first indications of the model portfolio of the one of the plurality of investment advisors;
• and
• rebalancing, with the at least one processor, the investments of a subset of the investors of the plurality of investors, the rebalancing including adjusting allocations of investments of the plurality of investments of the subset of investors to align with the plurality of first indications and the second indication of the model portfolio linked to each investor of the subset of investors, the subset of investors of the plurality of investors being investors whose investments are not aligned with at least one of the plurality of first indications and the second indication prior to the rebalancing.

A system for managing a plurality of investments for a plurality of investors, the system comprising:

• at least one processor;
• and
• a memory storing instructions that when executed by the at least one processor, cause the system to perform
• receiving, with the at least one processor, a plurality of investment strategies from a plurality of investment advisors, each investment strategy of the plurality of investment strategies including a plurality of model portfolios, each model portfolio of the plurality of model portfolios including a plurality of first indications, each first indication of the plurality of first indications indicating a percentage of the model portfolio to be allocated to an investment of a plurality of investments;
• receiving, with the at least one processor, a selection of one of the plurality of investment advisors and answers to a plurality of questions from each of the plurality of investors;
• linking, with the at least one processor, each of the plurality of investors to a model portfolio of an investment strategy of one of the plurality of investment advisors responsive to the received answers and the received selection of each of the plurality of investors;
• investing, with the at least one processor, funds of each of the plurality of investors based on the plurality of first indications in the model portfolio linked to each of the plurality of investors;
• displaying, with a graphical user interface, the model portfolio linked to each of the plurality of investors in a graphical display;
• receiving, with the at least one processor, a second indication, from an investment advisor, an adjustment to the graphical display indicating an updated percentage of one of the investments of the plurality of investments of a model portfolio of the investment advisor, the second indication superseding one of the plurality of first indications of the model portfolio of the one of the plurality of investment advisors;
• and
• rebalancing, with the at least one processor, the investments of a subset of the investors of the plurality of investors, the rebalancing including adjusting allocations of investments of the plurality of investments of the subset of investors to align with the plurality of first indications and the second indication of the model portfolio linked to each investor of the subset of investors, the subset of investors of the plurality of investors being investors whose investments are not aligned with at least one of the plurality of first indications and the second indication prior to the rebalancing.