- Investment ManagementSince 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.
- Mutual FundsFor monthly tracked programs, Theta seeks to gain access to transaction and valuation information directly from a third-party custodian, brokerage or mutual fund using online access. When online access is not feasible, paper statements from the third-party custodian or their equivalent may be substituted.
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"Fish and Chips" found in 1 dish