Company Filing History:
Years Active: 2007
Title: Edmund Martinez: Innovator in Investment Portfolio Management
Introduction
Edmund Martinez is a notable inventor based in Skillman, NJ (US). He has made significant contributions to the field of investment management through his innovative patent. His work focuses on enhancing the efficiency of managing investment portfolios.
Latest Patents
Martinez holds a patent for a "Portfolio Rebalancing System." This invention describes a method of managing an investment portfolio that includes multiple investment funds. The method involves establishing an allocation of assets among these funds and periodically rebalancing them back to the original allocation. Additionally, the rebalancing process can be initiated in response to various transactions, such as withdrawals or changes in fund allocations.
Career Highlights
Edmund Martinez is associated with Merrill, Lynch, Pierce, Fenner & Smith, where he applies his expertise in investment management. His role at the company allows him to leverage his innovative ideas to improve portfolio management strategies.
Conclusion
Edmund Martinez's contributions to investment portfolio management through his patent demonstrate his commitment to innovation in the financial sector. His work continues to influence how investment portfolios are managed effectively.