Patents Assigned to Macey-Holland & Company, LLC
  • System and method for incorporating mortality risk in an investment planning model
    Patent number: 8566196
    Abstract: A method and system for determining possible future value of a portfolio of joint investors including receiving user inputs, determining an age of death of joint investors in accordance based on the current age of the respective first and second joint investors and randomly drawn numbers, and computing a future value of the portfolio using said greater age of death of the joint investors, a predetermined rate of return, and the initial value of the portfolio.
    Type: Grant
    Filed: June 13, 2011
    Date of Patent: October 22, 2013
    Assignee: Macey-Holland & Company, LLC
    Inventor: Rex Macey