Patents by Inventor Edmund Martinez

Edmund Martinez 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).

  • Portfolio rebalancing system
    Patent number: 7174313
    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.
    Type: Grant
    Filed: March 4, 1999
    Date of Patent: February 6, 2007
    Assignee: Merrill, Lynch, Pierce, Fenner & Smith
    Inventor: Edmund Martinez