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Stefanie R

CFP®, Series 63, Series 65

Bend, OR

Liberty Capital Investment Corporation

Stefanie Reel is a CFP® with 24 years of industry experience, currently serving at Liberty Capital Investment Corporation since 2010. She holds Series 63 and Series 65 licenses and is based in Bend, OR. Liberty Capital provides non-discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, cyclical, and technical analysis and offers a range of strategies including long- and short-term purchases, option writing, and investments in leveraged and inverse ETFs.

Active portfolio management Options & derivatives strategies
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Anthony R

CFP®, Series 63, Series 65

Bend, OR

Liberty Capital Investment Corporation

Anthony Reel is a CFP® with 24 years of industry experience, currently serving as an advisor at Liberty Capital Investment Corporation since 2010. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he offers life insurance and fixed annuity products to clients on a limited basis, separate from his work at Liberty Capital. Liberty Capital Investment Corporation provides non-discretionary portfolio management to individuals, trusts, pension plans, and other entities, utilizing a mix of fundamental, cyclical, and technical analysis. The firm requires client approval for transactions and employs a range of strategies including long- and short-term purchases, short sales, and option writing.

Active portfolio management Options & derivatives strategies
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