Liquid Strategies Employee Directory
Investment ManagementGeorgia, United States11-50 Employees
Liquid Strategies operates in investment management by layering index option investing onto traditional bond and stock portfolios. This approach aims to provide practical mechanisms for managing clients’ cash flow and growth objectives. The firm has been pursuing this model since 2013 and is based in Atlanta, Georgia. Its Overlay Shares initiative is described as removing barriers to overlay adoption, making the strategy accessible to a broader investment community. The company operates as a smaller to mid-sized firm within the investment management industry, serving clients seeking to optimize mixed-asset portfolios.