Financial asset product and method for implementing same
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United States of America Patent
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N/A
Issued Date -
Dec 29, 2005
app pub date -
Jun 15, 2004
filing date -
Jun 15, 2004
priority date (Note) -
Abandoned
status (Latency Note)
Importance
Abstract
The present invention relates to a financial asset product and a method for creation thereof, including a plurality of component instruments and a link among the components that interrelates the components as a unitary portfolio. The terms or other parameters of the components are arranged according to a preset plan of the depositor/investor. The method may include the steps of assessing the financial needs or goals of the depositor or investor, developing a predetermined or preset plan or strategy for the purchase, management, maintenance, sale, withdrawal and/or exchange of financial instruments. The instruments may be acquired at one time or over a period of time, also according to a preset plan.
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