An overlay is designed to enhance a portfolio through adding incremental income and reducing risk, allowing investors to benefit from two sources of return without requiring changes to the existing portfolio.
Whether focused on income generation or diversification from traditional asset classes, we offer dynamic solutions to help investors achieve their investment goals.
Covered call writing is touted as a conservative way to generate additional income from an equity portfolio while still allowing investors to participate in market appreciation and dampen downside risk and volatility...
We are committed to providing our valued clients with compelling investment performance and outstanding client service.
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.
Liquid Strategies LLC (“Liquid”) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Liquid, including our investment strategies, fees and objectives, can be found in our Form ADV Part 2A and our Form CRS.