Portable Income
An active put selling overlay designed to complement existing portfolios while seeking to create income opportunities and participate in market growth.
Learn More →Separate Account Strategies
Options-based strategies designed to seek income, manage risk, and participate in market growth.
Available through Charles Schwab, Fidelity, and Interactive Brokers
$2.06B
Assets Under Management
As of 8/28/2026
Explore Our Strategies
Portable Hedging
An active put buying overlay designed to complement existing portfolios while seeking to manage certain downside risks and maintain market participation.
Learn More →Hedged Premium Income
A structured options strategy that seeks to create income opportunities, manage certain downside risks, and participate in market growth.
Learn More →Concentrated Stock Services
Customized options-based solutions designed to seek income opportunities, manage certain risks, or both for concentrated stock positions.
Learn More →A closer look at our approach
Hear directly from our portfolio team on how we design and manage options-based overlay strategies — built to complement the portfolios advisors already own, not replace them.
Questions about our strategies?
Schedule a call with our team to talk through how these strategies work — or get to know the people who manage them.
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.
Liquid Strategies, LLC. is a Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
Options are not suitable for all investors.
There are risks involved in any option transaction or strategy. A decision as to whether, when and how to use options involves the exercise of skill and judgement and even a well-conceived option transaction may be unsuccessful because of market behavior or unexpected events. The prices of options can be highly volatile, and the use of options can lower total returns. Individuals should not enter options transaction until they have read and understand the options disclosure document, “Characteristics and Risks of Standardized Options”, which outlines the purposes and risks of options transactions. You can download this document at https://www.theocc.com/company-information/documents-and-archives/options-disclosure-document
Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.