It has been a few months since we sent an update to our subscribers, and since that time we have been busy! It was great to see many of you at the NAAIM conference in May. For those who stopped by our booth, you got a sneak peek of the Manager Site rewrite. I’m almost done with it and will give you a heads up when we roll it out.

As I’ve mentioned before, please note that our address has changed. We are still in Austin, Texas, just a few miles up the road from our old location. I’m sure you know that whether the move is 3 miles or 300 miles, the packing, loading, unloading and setup are the same.

Here’s our new address. If you have statements sent to us, please update the custodian’s records.

Theta Research, LLC
9433 Bee Cave Road
Suite 3-201
Austin TX 78733

Mike Posey Retiring

I’ve been slow in getting this news out, although I’ve spoken with many of you already about Mike’s retirement. Mike and I have worked together for nearly 25 years and the last 12 have been about Theta Research. I can remember him coming to me with the idea of taking over Theta years ago and since then we’ve had quite the ride. We wish Mike well as he has the chance now to spend more time with grandkids!

Price Increase

We have always worked to keep our verification service very affordable. Our tracking price has been the same since we began operations in 2012, but it’s time for a price adjustment.

Beginning July 1^st, the annual tracking fee will be $250 per year. New models will be subject to a $50 set up charge, and past performance input billed at $125/hour.

As always, we appreciate your continued business!

Henry