Patents Assigned to PIEtech, Inc.
  • Publication number: 20140172683
    Abstract: A method for determining financial risk tolerance for individuals is characterized by the display of portfolio allocations, potential portfolio losses, and demographic comparisons based on a risk score. The visualization of potential losses, which are based on losses to a hypothetical portfolio in a recent downturn market, help an individual better understand his or her comfort level with various investment strategies. This method is of particular benefit to financial advisors for use with their clients so that client specific investment strategies can more easily be formulated.
    Type: Application
    Filed: December 12, 2013
    Publication date: June 19, 2014
    Applicant: PIEtech, Inc.
    Inventor: Robert D. Curtis