Liquid Strategies Crosses $1Billion in Assets Under Management

ATLANTA, Feb. 13, 2025 /PRNewswire/ -- Liquid Strategies has announced they have crossed $1B in assets under management (AUM) as a firm. Liquid Strategies is an Atlanta-based asset management company, that creates practical solutions for managing clients' income, growth, and preservation needs. The firm was founded by Brad Ball, Shawn Gibson and Adam Stewart and has been running its flagship overlay strategy for over a decade. In 2019, the firm launched a suite of ETFs designed to make its overlay strategy more widely available to all types of investors. The five original funds were launched in October of 2019, with the suite expanding in early 2021. The ETF suite combines the benefits of investing in underlying asset classes with income potential from the option overlay strategy.

"It has been a rewarding journey knowing our solutions have been able to help investors improve their outcomes," says Shawn Gibson, Co-Founding Partner and Lead Portfolio Manager. "I am excited for the future and continuing to develop new ways to help investors grow their capital, generate income, and manage risk."

Last year, the firm launched two new interval funds, the Denali Structured Return Strategy Fund (DNLIX) and the Niagara Income Opportunities Fund (NAGRX), which have quickly resonated with investors. The Niagara Income Opportunities Fund is a continuously offered, closed-end interval fund with a primary focus on current income generation through investment in a multi-strategy portfolio of private and public credit investments with high current cash yields. The Denali Structured Return Strategy Fund primarily focuses on income-generating investments, with the income used to create potential capital appreciation. Denali has grown to over $80M in less than a year (inception 3/14/24), while Niagara has grown to approximately $85M (inception 12/28/23) as of January 31, 2025.

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

For more information, please visit www.LSfunds.com. Fund Disclosures.

Past performance is not a guarantee of future results. All investments are subject to risk, including the loss of principal. Investors should consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus contains this and other important information about the investment company. For a prospectus or summary prospectus with this and other important information about the Funds, please visit www.LSfunds.com or call 1-800-632-4027. Read the prospectus carefully before investing.

Shareholder Services: 1-800-632-4027

Investment Professionals: 770-350-8700 or [email protected]

The ETFs are distributed by Foreside Fund Services, LLC, which is not affiliated with the Adviser.

SOURCE Liquid Strategies, LLC