About Us

Since 2013, Liquid Strategies has been creating practical solutions for managing clients’ income, growth and preservation needs. Our ETFs and Interval Funds eliminate traditional barriers to make previously inaccessible investments available to a broader investment community.

Our History

Liquid Strategies is founded

Liquid Strategies, LLC is founded in 2013 by Brad Ball, Shawn Gibson and Adam Stewart. The overlay strategy track record begins 11/01/2013.



Overlay Shares ETFs Launch

The Overlay Shares ETFs begin trading on the NYSE Arca. The ETFs enable financial advisors and investors to access core index ETFs combined with an overlay strategy that seeks to add incremental return with a nominal change in risk. 

Overlay Shares ETFs Cross $500M in AUM

Overlay Shares ETFs Cross $500M in AUM and gain a 3 year track record.



Teton Private Income Fund Launch

The Teton Private Income Fund is launched in September of 2023. 

Niagara Income Opportunities Fund (NAGRX) Launch

The Niagara Income Opportunities Fund (NAGRX) is launched in December 2023. 



Denali Structured Return Strategy Fund (DNLIX) Launch

The Denali Structured Return Strategy Fund is launched Q1 2024.

Our Team