Liquid Strategies Achieves Major Growth, Surpassing $1 Billion AUM
Liquid Strategies Reaches $1 Billion in Assets Under Management
Liquid Strategies recently announced a significant milestone, surpassing $1 billion in assets under management (AUM). This Atlanta-based asset management firm specializes in providing effective solutions that address the diverse financial goals of its clients, including income generation, growth, and capital preservation. Founded by Brad Ball, Shawn Gibson, and Adam Stewart, Liquid Strategies has built a robust reputation over the past decade, particularly through its flagship overlay strategy.
In 2019, the firm expanded its offerings by launching a suite of exchange-traded funds (ETFs) aimed at making their overlay strategy more accessible to a wider range of investors. The initial five funds were introduced in October 2019, with additional funds added in early 2021. This ETF suite is designed to combine the advantages of investing in various asset classes while also incorporating income potential from the option overlay strategy.
Insights from Leadership
Shawn Gibson, Co-Founding Partner and Lead Portfolio Manager, commented on the journey: "It has been a rewarding experience to know that our innovative solutions have helped investors enhance their outcomes. I look forward to the future and to continually developing new strategies that will support investors in capital growth, income generation, and effective risk management." His optimism reflects the firm’s commitment to its clients.
New Fund Launches and Investor Responses
Last year marked an exciting period for Liquid Strategies, as they introduced two interval funds: the Denali Structured Return Strategy Fund and the Niagara Income Opportunities Fund. These funds have quickly gained traction and popularity among investors. The Niagara Income Opportunities Fund is a closed-end, continuously offered fund that primarily focuses on generating current income through investments in a multi-strategy portfolio, which includes both private and public credit investments with appealing cash yields.
Conversely, the Denali Structured Return Strategy Fund concentrates on income-generating investments, with the goal of leveraging income to create potential capital appreciation. Since their launches, Denali has attracted over $80 million in assets in under a year, while the Niagara fund has amassed approximately $85 million, reflecting a strong interest from investors as of the latest reporting period.
Reflections on Growth and Future Goals
In celebrating this impressive milestone, Adam Stewart, Co-Founding Partner and Portfolio Manager, expressed his thoughts: "Reaching $1 billion in assets under management is not merely a milestone; it underscores the collective effort, teamwork, and trust we have built—not only within our organization but also with our investors. This achievement is a testament to the strength of our shared vision and our relentless commitment to delivering exceptional value for our clients." His enthusiasm sets an inspirational tone for the firm’s future endeavors.
Company Contact Information and Services
For those interested in learning more about Liquid Strategies and its innovative investment offerings, the company encourages potential clients to reach out to their established channels. Whether you’re looking for insights into their funds or seeking customer service, the firm maintains dedicated lines for inquiries.
For more information, please visit their website. It is recommended for investors to familiarize themselves with the prospectus or summary prospectus, which contains vital details about the investment funds they offer. Furthermore, contacting their shareholder services or investment professionals can provide additional guidance tailored to individual investor needs.
Frequently Asked Questions
What services does Liquid Strategies provide?
Liquid Strategies specializes in asset management, focusing on income generation, growth, and risk management through investment strategies.
How has Liquid Strategies performed recently?
Recently, the firm has surpassed $1 billion in assets under management and launched two successful interval funds.
What are interval funds?
Interval funds are a type of closed-end fund that allows periodic repurchase offers to shareholders, providing liquidity while focusing on income generation.
Who are the founders of Liquid Strategies?
Liquid Strategies was founded by Brad Ball, Shawn Gibson, and Adam Stewart, who bring extensive experience in asset management.
How can I get in touch with Liquid Strategies?
Interested individuals can reach out to Liquid Strategies through their designated shareholder services or investment professional lines for inquiries and support.
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