Security as a Foundation: How Libertas Protects Client Relationships

In financial services, trust isn't just important – it's essential. At Libertas, we view security not as an obstacle to overcome but as a foundation that enables stronger, more confident client relationships. Our approach to security is designed to protect our clients' interests while enabling the efficient, responsive service they expect.

"Our most critical asset would be the rich history of deals that we have and the businesses, the clients, the customers, and all of that data that we've built up over years," explains Denise Jacob, Chief Information Officer at Libertas. "We need to protect that every day."

Building Trust Through Standards

Our commitment to security is validated through rigorous external auditing. Libertas maintains both SOC 1 and SOC 2 certification, requiring adherence to over 265 controls with constant, consistent oversight. These certifications aren't just checkboxes – they're a testament to our ongoing commitment to maintaining the highest security standards.

"It signifies that Libertas has the controls and oversight to be a trusted service organization," Jacob explains. "It's quite an achievement. It's a lot of work, with effort from many people, and it's something that sets us apart."

A Multi-Layered Approach

Security at Libertas isn't about any single solution or technology – it's about creating multiple layers of protection that work together seamlessly. This comprehensive approach ensures that client data is protected at every stage, from initial collection through ongoing use and storage.

We employ industry-leading security practices and regularly assess our security posture to stay ahead of emerging threats. This includes maintaining strong access controls, regular security audits, and continuous monitoring of our systems.

Enabling Business Through Security

While security is paramount, we recognize that it must support, not hinder, our ability to serve clients effectively. Our approach focuses on implementing security measures that protect client interests while maintaining operational efficiency.

"For as much as we are a leader in our industry, we strive to have the best controls in our industry," Jacob notes. "They're the same as or better than industry standards." This commitment to excellence extends across all aspects of our operations, ensuring that security enables rather than restricts our ability to serve clients effectively.

Partner Selection and Oversight

Our security commitment extends to our choice of partners and vendors. We carefully vet all third-party relationships, ensuring they meet our rigorous security standards. "We only use systems and vendors that we thoroughly vet," Jacob explains. "We prefer to know that they're either SOC certified, like we are, or they have a proven track record."

Looking to the Future

As we continue to grow and evolve, our commitment to security grows with us. We regularly evaluate and enhance our security measures, ensuring they keep pace with both our business growth and emerging threats.

"We focus on always improving," Jacob says, "whether it be identity access management, business continuity, disaster recovery – all of those components that make up cybersecurity and information security. We continuously improve them and hold them to the standard that Libertas is known for."

The Support of Leadership

Our security program's success is built on strong support from executive management, who understand that robust security is essential to our business success. This top-down commitment ensures that security remains a priority across all levels of the organization.

A Foundation for Growth

In today's digital environment, strong security isn't just about protection – it's about enabling growth and fostering trust. Our comprehensive approach to security provides the foundation that allows us to build stronger relationships with our clients, knowing their interests are protected at every step.

This commitment to security isn't just about meeting standards – it's about exceeding them, creating an environment where our clients can conduct business with confidence, knowing their interests are protected by one of the industry's most robust security programs.