Kenneth Earl Hart

US Patent:

20110270782, Nov 3, 2011

Filed:

Apr 30, 2010

Appl. No.:

12/771956

Inventors:

Robert F. Trenner - Kirkland WA, US
Kenneth M. Hart - Issaquah WA, US
Jeffrey A. Huse - Seattle WA, US
Michael Milojevich - Issaquah WA, US

Assignee:

Cornerstone Advisors Inc. - Bellevue WA

International Classification:

G06Q 40/00

US Classification:

705 36 T, 705 36 R

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.