Brad Ball On Launch Of Overlay Shares ETFs

Brad Ball, CEO of Liquid Strategies, advisor to Overlay Shares met with Julie Cooling, Founder & CEO, RIA Channel to discuss the launch of the Overlay Shares’ suite of ETFs. An overlay strategy, designed to generate extra income through dual purpose assets, has been leveraged by institutional investors and family offices for years, Ball explains. Overlay Shares’ new suite of ETFs delivers the income generating solution to the advisor channel. Available in five asset classes, the funds offer investors passive index exposure with an active overlay.

• Overlay Shares Large Cap Equity ETF (OVL)
• Overlay Shares Small Cap Equity ETF (OVS)
• Overlay Shares Foreign Equity ETF (OVF)
• Overlay Shares Core Bond ETF (OVB)
• Overlay Shares Municipal Bond ETF (OVM)

“We’re trying to give investors better ingredients,” says Ball. Designed as a replacement for broad index exposure, Overlay Shares further differentiates itself with a low-volatility approach. To learn more about Overlay Shares ETF, watch the On Demand replay of their recent webcast here.