Liquid Strategies manages investment portfolios with a focus on options-based strategies and alternative income investments, such as private credit. Liquid Strategies offers its strategies through exchange-traded funds, registered mutual funds, interval funds, private investment funds, and separately managed accounts. Additionally, Liquid Strategies acts as a sub-advisor to other investment advisors and exchange-traded funds seeking to implement options strategies. The firm's investment approach utilizes quantitative analysis, volatility modeling, and option pricing to manage risk and generate income. Liquid Strategies primarily serves institutional investors, funds, and individual investors who meet account minimums and investor qualifications.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.65% |
Fees vary by product: exchange-traded funds charge up to 0.75% per year, interval funds charge 1.65% per year, and private fund fees are set in fund documents. Fees are negotiable.