How We Work

Phase 1

The Information Gathering Session

Begin with a consultative dialogue, strictly divorced from high-pressure sales tactics. We answer your questions and detail our specific dealer spreads, mandatory custodian costs, and secure storage fees, in writing, before you make a commitment.

Phase 2

The Compliant Transfer

Our specialists work with your current custodian to ensure a seamless, tax-deferred and penalty-free rollover. Executed in strict accordance with IRS regulations.

Phase 3

The Metals Presentation

We guide you through a focused selection of highly liquid sovereign coins and institutional-grade bars. By explaining the exact premium structures and utility of each — from the fractional flexibility of sovereign coins to the cost-efficiency of bulk bars — we help you build an allocation tailored strictly to your preservation goals.

Phase 4

Physical Allocation and Security

Your physical assets are allocated and transferred directly to an IRS-approved, fully insured depository, completely detached from the systemic risks of the paper market.

The Reality

Why we work this way.

The precious metals industry is often built on 'limited edition' coins and commission-driven sales floors. We find this unacceptable.

We built Liberty to be the firm we would want our own parents to use. That means no sales pressure, absolute price transparency, and a focus on institutional-grade bullion that is tied directly to global spot prices.

When you're three years from retirement, you don't need a salesperson. You need a specialist who respects the stakes of your decision.

No Sales Floor.

We don't have a room full of commissioned reps. You speak with a dedicated specialist who is responsible for the accuracy of your transaction.

No Hidden Markups.

Every fee is disclosed in writing before any funds move. If a dealer won't put their fees on paper, you shouldn't do business with them.

No Paper Assets.

We only deal in physical bullion. No 'pool accounts,' no ETFs, and no digital-only entries. If you can't hold it, you don't own it.

Our Protocol: How We Protect Your Wealth