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.
In 2012, Theta was moved to Austin, Texas where it operates under the direction of investment professional and author, Gary D. Halbert. Today, 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. For more information, go to http://www.ThetaResearch.com.