Separate Account Strategies
For investors seeking income, hedging, or both. Available through Charles Schwab, Fidelity, and Interactive Brokers.
Portable Income
Our flagship active put selling overlay strategy sits atop existing portfolios with the goal of providing enhanced return and income.
Portable Hedging
Our flagship active put buying overlay sits atop existing portfolios with the goal of mitigating downside risk and monetizing equity volatility during risk-off events.
Hedged Premium Income
A novel approach to covered call writing. Combines current income with constant hedging for extreme market moves down or up.
Concentrated Stock Services
Our customizable solutions can help generate income, hedging, or both to large single stock positions.
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.