Patents by Inventor Robert F. Trenner

Robert F. Trenner 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).

  • SYSTEMS AND METHODS FOR DETERMINING INVESTMENT STRATEGIES
    Publication number: 20110270782
    Abstract: An investment strategy determines changes of a value of an asset portfolio over the time of a study period. For each of the incremental periods of the study period, an exemplary embodiment retrieves from a memory a base parameter value for the incremental period, wherein the base parameter value corresponds to one of a base inflation value, a base asset return value, and a base tax value; determines a first iteration parameter value based upon a statistical function associated with the base parameter value; and determines a value of an asset portfolio based upon the first iteration parameter value and the second iteration parameter value. A financial report is generated based upon the determined value of the asset portfolio for each of the incremental periods, wherein the generated financial report indicates changes of the value of the asset portfolio over the study period.
    Type: Application
    Filed: April 30, 2010
    Publication date: November 3, 2011
    Applicant: Cornerstone Advisors Inc.
    Inventors: Robert F. Trenner, Kenneth M. Hart, Jeffrey A. Huse, Michael Milojevich