Whether focused on income generation or diversification from traditional asset classes, we offer dynamic solutions to help investors achieve their investment goals.
Founded in 2013 by industry veterans, our firm is focused on managing modern portfolios with embedded overlays designed to make portfolios more productive.
Led by Brad Ball and Shawn Gibson, our team of experienced professionals is focused on delivering timely, liquid and innovative solutions to the financial marketplace.
Our investment team provides timely, relevant and value-added insights to help our current and prospective clients navigate the investment landscape.
The OverlayShares ETFs are distributed by Foreside Fund Services, LLC. The LS Theta Income Fund is distributed by IMST Distributors, LLC, the distributors are not affiliated with the Adviser.
Liquid Strategies LLC serves as Investment Adviser to the Funds and manages the Overlay Strategies.
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