Liquid Strategies

Overview

Since 2013, Liquid Strategies has been applying an investment overlay to traditional bond and stock portfolios, creating practical solutions for managing clients’ cash flow and growth objectives. Overlay Shares eliminates past inhibitors of overlay adoption to make this strategy available to a broader investment community.

Founded in 2013 by industry veterans, Liquid Strategies, LLC is focused on managing modern portfolios with embedded overlays designed to make portfolios more productive. We launched Overlay Shares in 2019, with the goal of breaking down barriers of traditional overlay adoption to make our strategy easily accessible to all investors.