#United States #Atlanta #ETFs #AUM #Liquid Strategies

Liquid Strategies Surpasses $1 Billion in Assets Under Management

The Atlanta-based asset management firm, Liquid Strategies, has achieved an impressive milestone by exceeding $1 billion in assets under management (AUM). This accomplishment not only reflects the firm’s growth but also signifies the increasing trust investors place in their innovative financial solutions. Founded by Brad Ball, Shawn Gibson, and Adam Stewart, Liquid Strategies specializes in crafting practical investment strategies focused on income generation, growth, and capital preservation.

Over the past decade, Liquid Strategies has successfully managed its flagship overlay strategy, which combines underlying asset classes with an income-generating option overlay technique. This unique approach allows a wider array of investors to benefit from their investment philosophy. In 2019, the firm took a significant step by launching a suite of Exchange-Traded Funds (ETFs) aimed at making their overlay strategy more accessible to various investor types. The original five ETFs began trading in October 2019, and the suite has since expanded, showcasing a diverse range of investment options.

Shawn Gibson, Co-Founding Partner and Head Portfolio Manager at Liquid Strategies, shared his thoughts on this milestone: "It has been a rewarding journey knowing our solutions have been able to help investors improve their outcomes. I am excited for the future and continuing to develop new ways to help investors grow their capital, generate income, and manage risk."

In a testament to their commitment to catering to investor needs, Liquid Strategies launched two new interval funds in the past year: the Denali Structured Return Strategy Fund (DNLIX) and the Niagara Income Opportunities Fund (NAGRX). Both funds have quickly gained traction in the investment community. The Niagara Income Opportunities Fund primarily focuses on generating income through a diversified portfolio of private and public credit investments, while the Denali Structured Return Strategy Fund aims at capital appreciation through income-generating assets. As of January 31, 2025, Denali has grown to over $80 million in AUM since its inception on March 14, 2024, while Niagara has reached approximately $85 million, having been launched on December 28, 2023.

Adam Stewart, Co-Founding Partner and Portfolio Manager, remarked on the firm's success, stating, "Reaching $1 billion in assets under management is not just a milestone—it reflects the collective effort, collaboration, and trust not only within our team but also in the confidence of our investors. This achievement showcases the strength of our shared vision and the commitment we have to deliver exceptional value to our clients."

Liquid Strategies has consistently aimed to provide exceptional service and innovative strategies to meet the evolving needs of its clients. For more insights into their offerings or to learn about their funds, you can visit their official website at www.LSfunds.com. As always, potential investors should carefully consider their investment objectives, risks, charges, and expenses before making any investment decisions.

Note: Past performance is not a guarantee of future results. All investments come with risks, including the potential loss of principal. Ensure to read the prospectus for important information regarding any funds before investing.