About Theta Research

Since 1999, Theta Research has been tracking investment account data from third-party sources and generating portfolio performance and risk statistics for actively managed accounts. Theta is an independent performance tracking service only and does not offer, promote or sell any investment advice, product or trading platform.

Theta is a strong supporter of the active investment management community and provides services to institutions and individual investors who are looking for tactical money managers to help meet their investment objectives.

Theta serves investment managers across the country and was one of the first to offer such firms the ability to document an actual track record based on actual trading information verified from third-party sources. Theta is based in Austin, Texas.

The Staff

Mike Posey

Mike Posey

Mike is the marketing director for Theta Research. He has more than 35 years of marketing and management experience in the investment and retirement-planning industries. His prior experience includes serving as marketing director at Halbert Wealth Management and as president at Sterling Trust Company, a provider of self-directed retirement account services. Mike is a graduate of Baylor University and has earned the Fellow, Life Management Institute (FLMI) designation.

Henry Rohlfs

Henry Rohlfs

Henry is the technical director for Theta Research. He is a graduate of the University of California at Davis, and has filled many technical roles over the last 35 years, both in and out of the investment business. Henry and his wife Karen support several local charities including the Boy Scouts and Mobile Loaves and Fishes, and is a board member of the Austin Jazz Workshop, a foundation that encourages music education in public schools.