Separate Account Strategies

Our flagship active overlay strategy sits atop various passive asset class indices, with the goal of providing enhanced return with reduced risk.

Overlay + Large Cap Equity Index

Large Cap Equity Strategy
Fact Sheet

Overlay + Small Cap Equity Index

Small Cap Equity Strategy
Fact Sheet

Overlay + Foreign Equity Index

Foreign Equity Strategy
Fact Sheet

Overlay + US Core Bond Index

Core Bond Strategy
Fact Sheet

Overlay + Municipal Bond Index

Municipal Bond Strategy
Fact Sheet

Standalone - Options Overlay Only

Options Overlay Only
Fact Sheet

Learn More

Find Us

3550 Lenox Rd NE
Suite 2550
Atlanta, Georgia 30326

770.350.8700

info@overlayshares.com

We are committed to providing our valued clients with compelling investment performance and outstanding client service.
Contact us

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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