Patents by Inventor Manuel Rosado

Manuel Rosado 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).

  • Multi-factor investment fund rating scoring system and method
    Patent number: 10970784
    Abstract: A system of and method for generating investment fund rating scores using a number of factors including criteria related to risk factors, performance, and qualitative factors. Historical weighting is provided to minimize the effect of short-term fluctuations, and the various factors are also weighted to establish the relative contributions of each of the evaluated factors. The ratings can be used to select, evaluate, and monitor mutual funds.
    Type: Grant
    Filed: March 14, 2013
    Date of Patent: April 6, 2021
    Assignee: Spectrum Investment Advisors, Inc.
    Inventors: James F. Marshall, Jonathan J. Marshall, Manuel Rosado, Samuel J. Vanden Heuvel, Paul F. Martinez
  • Multi-Factor Investment Fund Rating Scoring System And Method
    Publication number: 20140279679
    Abstract: A system of and method for generating investment fund rating scores using a number of factors including criteria related to risk factors, performance, and qualitative factors. Historical weighting is provided to minimize the effect of short-term fluctuations, and the various factors are also weighted to establish the relative contributions of each of the evaluated factors. The ratings can be used to select, evaluate, and monitor mutual funds.
    Type: Application
    Filed: March 14, 2013
    Publication date: September 18, 2014
    Inventors: James F. Marshall, Jonathan J. Marshall, Manuel Rosado, Samuel J. Vanden Heuvel, Paul F. Martinez