发明名称 |
System and method for optimizing investment location |
摘要 |
An investment optimizing system and method. Once an investor or investment advisor determines the appropriate asset allocation and that there are both taxable accounts and tax-deferred investment accounts, the invention will optimize/maximize the investor's ending after-tax asset accumulation, which is the objective of all investors. This is accomplished by allocating the chosen investment vehicles between the taxable and tax-deferred accounts in an optimum way. The invention runs on a computer system and searches for an allocation which results in a maximal return. Intelligent heuristics measure increased performance based on different asset allocations.
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申请公布号 |
US6240399(B1) |
申请公布日期 |
2001.05.29 |
申请号 |
US19990346602 |
申请日期 |
1999.07.02 |
申请人 |
FRANK GLENN;WHITTAKER JAY;KELLER ROBERT |
发明人 |
FRANK GLENN;WHITTAKER JAY;KELLER ROBERT |
分类号 |
G06Q40/00;(IPC1-7):G06F17/60 |
主分类号 |
G06Q40/00 |
代理机构 |
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地址 |
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