Patents by Inventor Bert S. Dalby

Bert S. Dalby has filed for patents to protect the following inventions. This listing includes patent applications that are pending as well as patents that have already been granted by the United States Patent and Trademark Office (USPTO).

  • Publication number: 20100153296
    Abstract: An investment fund that offers shares to investors, which shares provide to their holders a predictable stream of payments over some period. Each payment in the stream of payments is scheduled to be made according to a targeted payment schedule that is established by the investment fund at the time of its creation. The investment fund receives purchase requests and funds from interested investors and invests the funds in securities that provide payments that are used to meet or approximate the targeted payment schedule. A preferred form of the investment fund invests the received funds in Treasuries whose interest or coupon payments and/or principal payments or maturities approximately map to the targeted payment schedule. Principal (or maturity) and interest (or coupon) payments made by the Treasuries are used to provide payments to the investors when such payments become due according to the targeted payment schedule.
    Type: Application
    Filed: February 5, 2007
    Publication date: June 17, 2010
    Inventors: Kenneth E. Volpert, Glenn Booraem, Bert S. Dalby, John E. Buhl