Patents by Inventor Stephen Wolfrath

Stephen Wolfrath 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).

  • Modelling of Risk Mitigation
    Publication number: 20190043136
    Abstract: The system includes automated methods for managing risk associated with investment products. A logic engine executes portfolio realignment and contract benefit calculations according to timing rules or event-based triggers. The investment product may provide a guaranteed withdrawal benefit option that allows for a variety of investment, payment, withdrawal, fee and termination options.
    Type: Application
    Filed: October 12, 2018
    Publication date: February 7, 2019
    Applicant: AMERIPRISE FINANCIAL, INC.
    Inventors: Lynn Abbott, Gumer Alvero, Daniel Brooks, Douglas Dunning, Kerry Kennedy, William Kocken, Tamara Pollock, Stephen Wolfrath
  • Financial Product Risk Mitigation System and Method
    Publication number: 20150339781
    Abstract: Automated methods for managing risk associated with investment products is disclosed. A logic engine executes portfolio realignment and contract benefit calculations according to timing rules or event-based triggers. The investment product may provide a guaranteed withdrawal benefit option that allows for a variety of investment, payment, withdrawal, fee and termination options.
    Type: Application
    Filed: August 4, 2015
    Publication date: November 26, 2015
    Applicant: AMERIPRISE FINANCIAL, INC.
    Inventors: Lynn Abbott, Gumer Alvero, Daniel Brooks, Douglas Dunning, Kerry Kennedy, William Kocken, Tamara Pollock, Stephen Wolfrath
  • FINANCIAL PRODUCT RISK MITIGATION SYSTEM AND METHOD
    Publication number: 20090150301
    Abstract: Automated methods for managing risk associated with investment products is disclosed. A logic engine executes portfolio realignment and contract benefit calculations according to timing rules or event-based triggers. The investment product may provide a guaranteed withdrawal benefit option that allows for a variety of investment, payment, withdrawal, fee and termination options.
    Type: Application
    Filed: December 7, 2008
    Publication date: June 11, 2009
    Applicant: AMERIPRISE FINANCIAL, INC.
    Inventors: Lynn Abbott, Gumer Alvero, Daniel Brooks, Douglas Dunning, Kerry Kennedy, William Kocken, Tamara Pollock, Stephen Wolfrath