Is a
Patent attributes
Patent Jurisdiction
Patent Number
Patent Inventor Names
Edmund Martinez0
Date of Patent
February 6, 2007
0Patent Application Number
092627160
Date Filed
March 4, 1999
0Patent Primary Examiner
Patent abstract
Described herein is method of managing an investment portfolio having a plurality of investment funds, said managing method comprising establishing an allocation of assets among said investment funds and rebalancing said investment funds substantially back to said allocation on a periodic basis. Also described is a method wherein the rebalancing back to the allocation is initiated in response to a transaction, such as a withdrawal loan issue, or change in allocation, in one or more of the funds.
Timeline
No Timeline data yet.
Further Resources
No Further Resources data yet.
