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About us

A few words about us

Liberty is a facilitating management company that provides transaction flexibility and transparency for deal closing. We have developed key relationships with insurance companies, Swiss investment banks, financial institutions, broker dealers, and agents who specialize in issuing and underwrite endowment policies. Our team is responsible for identifying assets that present opportunities, appropriate counter parties for the transactions, execution of the transactions and overall program management. Our value added approach and methodology also appeals to corporations, endowments, foundations and family offices. Liberty’s transaction counter parties include domestic and international banks, other boutique investment banks and asset management companies.


It’s about you

Our purpose is to enrich the lives of people we touch. By providing opportunities and services that reduce risk and increase assets, we help people like you around the world build better tomorrows. Our culture is based on an unwavering belief in integrity and fair dealings, treating our clients and each other with dignity and respect… We meet the needs of the markets we serve… We strive for excellence… We take prudent risks and work together to assure yours and our success.