Liquid Strategies logo

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.

Find Liquid Strategies employees' phone numbers or email addresses

Liquid Strategies Global Highlights

Location
Employees

North America
18

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  • United States Of America
    18

Europe
1

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  • Germany
    1

Liquid Strategies's Leadership

  • Stylized image of a person
    M. D.
    Chief Executive Officer
    Phone icon
  • Stylized image of a person
    M. S.
    Owner / Operator
    Phone icon
  • Stylized image of a person
    C. J. D.
    Partner
    Phone icon
  • Stylized image of a person
    A. L.
    Managing Director
    Phone icon
  • Stylized image of a person
    K. K.
    Controller
    Phone icon
  • Stylized image of a person
    M. B.
    Real Estate
    Phone icon

Liquid Strategies Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Business
  • Legal
  • Accounting
  • Other

Contact profiles from Liquid Strategies

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. S.
    Owner / Operator
    Phone icon
    GermanyBaden-Württemberg
    Jun 27, 2026
  • Stylized image of a person
    C. J. D.
    Partner
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    M. D.
    Chief Executive Officer
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    A. L.
    Managing Director
    Phone icon
    May 08, 2026
  • Stylized image of a person
    K. K.
    Controller
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    M. B.
    Real Estate
    Phone icon
    Oct 23, 2024

Frequently Asked Questions

What is Liquid Strategies known for?

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Liquid Strategies operates in the Investment Management industry; you can contact the main corporate office by phone at . Explore Liquid Strategies's company overview page for more information.

What is Liquid Strategies's most common email format?

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Liquid Strategies employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Liquid Strategies email formats with LeadIQ.

How many employees does Liquid Strategies have currently?

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Liquid Strategies has approximately 13 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Liquid Strategies's key employees and leadership?

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As of July 2026, Liquid Strategies's key employees include:

  • Chief Executive Officer: M. D.
  • Owner / Operator: M. S.
  • Partner: C. J. D.
  • Managing Director: A. L.
  • Controller: K. K.

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