Liberty Investment Foundation

Liberty Investment Foundation was established as an independent foundation in 2018 and is open to occupational benefits institutions and other tax-exempt occupational benefits institutions, as well as 3rd pillar retirement savings institutions.

The purpose of Liberty Investment Foundation is to grant investors access to mortgage investments at an unbeatable price. It aims to achieve net returns exceeding the market average, while preserving high quality standards in security for the investors. This favourable pricing structure is achieved by a low-cost investment foundation and a high level of digitisation.

Liberty Investment Foundation is subject to the oversight of the independent regulatory commission for occupational benefits (OAK BV) in Bern. Balmer-Etienne AG is the designated auditor.

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Your advantages

Higher returns than federal and mortgage bonds

High level of security through mortgage liens

Independent from traditional mortgage providers

Attractive pricing