Liquid Strategies Crosses $1Billion in Assets Under Management

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ATLANTA, Feb. 13, 2025 ~ Atlanta-based asset management company, Liquid Strategies, has recently announced that they have surpassed $1 billion in assets under management (AUM). This milestone marks a significant achievement for the firm, which was founded by Brad Ball, Shawn Gibson, and Adam Stewart.

Liquid Strategies is known for its practical solutions in managing clients' income, growth, and preservation needs. The firm has been running its flagship overlay strategy for over a decade and in 2019, they launched a suite of ETFs to make this strategy more widely available to all types of investors. The initial five funds were launched in October 2019 and the suite has since expanded in early 2021. These ETFs combine the benefits of investing in underlying asset classes with the income potential from the option overlay strategy.

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

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In addition to their ETFs, Liquid Strategies also launched two new interval funds last year - the Denali Structured Return Strategy Fund (DNLIX) and the Niagara Income Opportunities Fund (NAGRX). These funds have quickly gained popularity among investors. The Niagara Income Opportunities Fund is a continuously offered closed-end interval fund that focuses on generating current income through investments in private and public credit with high cash yields. On the other hand, the Denali Structured Return Strategy Fund primarily focuses on income-generating investments with potential for capital appreciation. Despite being relatively new (inception dates of 3/14/24 for Denali and 12/28/23 for Niagara), these funds have already grown to over $80 million and $85 million respectively as of January 31, 2025.

Co-Founding Partner and Portfolio Manager, Adam Stewart, attributes this achievement to the collective effort and trust within the team and from investors. "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," he said. "This achievement showcases the strength of our shared vision and the commitment we have to deliver exceptional value to our clients."

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For more information about Liquid Strategies and their funds, interested individuals can visit their website at www.LSfunds.com. It is important for investors to carefully consider the investment objectives, risks, charges, and expenses before investing. The prospectus contains all this information and can be obtained from their website or by calling 1-800-632-4027.

Investors can also contact Shareholder Services at 1-800-632-4027 or Investment Professionals at 770-350-8700 for more information. The ETFs are distributed by Foreside Fund Services, LLC which is not affiliated with Liquid Strategies. Past performance is not a guarantee of future results and all investments carry risk including the potential loss of principal. It is recommended that investors read the prospectus carefully before making any investment decisions.
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