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Liquid Strategies
3550 Lenox Road NE
Suite 2550
Atlanta, GA  30326
Google Maps

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

  • Background:
    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).
    Sponsored Opportunities

    Key People:
    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
    Story Archive for Liquid Strategies
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