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

2013

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 11/1/2013.

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2013
2019

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. 

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2019
2022

Overlay Shares ETFs cross $500M in AUM 

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

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2022
2023

Niagara Income Opportunities Fund (NAGRX) Launch

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

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2023
2024

Denali Structured Return Strategy Fund (DNLIX) Launch

The Denali Structured Return Strategy Fund is launched Q1 2024.

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2024