3550 Lenox Road NE
Suite 2550
Atlanta, GA 30326
Google Maps
Contact
Main Phone: 800-970-2725
Web Site:
http://www.liquidstrategiesllc.com/
Mutual Fund Brand(s)
Overlay Shares, Theta Income
Research Links
SEC Fund Filings by CIK Series
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Background:
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Liquid Strategies, LLC was founded in 2013 by Brad Ball, Shawn Gibson, and Adam Stewart. The firm started out offering separate accounts, offered mainly to institutional clients and family offices. In 2014, they launched their first mutual fund, the Theta Income Fund. In 2019, they launched their ETF family, Overlay Shares. Overlay debuted with five ETFs (nicknamed "Ovals").
The Liquid Strategies team specializes in adding an options overlay on top of traditional active and passive strategies. (Their traditional mutual puts that overlay on top of an active fixed income strategy, while their ETFs put that overlay on top of passive equity or fixed income strategies.) Most of the time, the market is up, they note, so they try to maximize their returns on the upswing while doing "damage control" in the downturns. They aim to add three to five percent of extra returns on top of those of the underlying active or passive strategies.
The Atlanta-based boutique is 100-percent owned by management. However, a family that owns an NFL team is a quiet investor, owning a chunk of Liquid Strategies' profits (without holding a stake in the fund firm itself).
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Sponsored Opportunities
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Key People:
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Brad Ball
CEO, Managing Member, PM, Liquid Strategies, LLC | Shawn Gibson
Co-Founder, Chief Investment Officer, Liquid Strategies, LLC | Justin Boller
PM, Director of Fixed Income, Liquid Strategies, LLC | Tom Contrucci
Partner, Liquid Strategies, LLC | Adam Stewart
Co-Founder, PM, Director of Trading, Liquid Strategies, LLC | Mary Barnes
Partner, Liquid Strategies, LLC | Chad Bucur
Partner, Liquid Strategies, LLC | Megan Delaney
Marketing Director, Liquid Strategies, LLC | Peter Welch
Controller, Chief Compliance Officer, Liquid Strategies, LLC |
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