Past performance is not indicative of future results.
This information should not be evaluated independent of or without reference to the investment advisory agreement that more specifically addresses applicable investment advisory fees. Advisory fees charged by Liquid Strategies are described in Part 2 of Liquid Strategies’ Form ADV and our Form CRS. For a free copy of Form ADV, please contact Liquid Strategies at (770) 350-8700.
The opinions expressed represent the personal views of Liquid Strategies’ investment professionals and are based on their broad investment knowledge, experience, research and analysis.
This website is provided for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategy discussed here may not be suitable for everyone. It was provided without regard to the specific investment objectives, financial situation or particular needs of any specific recipient. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Gains on premium collections (IRS Section 1256 Contacts) may be eligible for advantageous tax treatment. Please see your accountant or tax professional to determine your individual tax treatment.
The OverlayShares ETFs are distributed by Foreside Fund Services, LLC. The distributor is 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.