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  • Welcome to Mainstay Capital Management

    Welcome to Mainstay Capital Management

    We are an independent, fee-only, Registered Investment Advisor. As a fiduciary to our clients,
    we offer truly objective investment advice with only your best interests in mind.

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  • When Your Investments Demand  Professional Management

    When Your Investments Demand Professional Management

    Mainstay Capital Management can bring you the peace of mind that comes with knowing you have planned prudently for your future.

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  • Mainstay Compass™

    Mainstay Compass™

    Together, we can create a plan to get you on the right path towards and through retirement.

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  • Investment Management Solutions

    Investment Management Solutions

    Our team will manage your investment portfolio consistent with your personal retirement plan.

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  • Individual 401(k), 457, and 403(b)  Account Management

    Individual 401(k), 457, and 403(b) Account Management

    We specialize in the management of individual 401(k), 457, and 403(b) accounts for employees and retirees.

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  • Client Service Built on Trust

    Client Service Built on Trust

    With our staff of Certified Financial PlannersTM and Chartered Retirement Planning CounselorsSM,
    we can offer advice and comprehensive solutions for all of your financial planning needs.

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The International UAW has announced upcoming investment option changes for the International UAW Staff Severance Plan. Two funds will change share class following the market close on May 17, 2016. As a result of the share class changes, the fund codes and ticker symbols will change. For each fund, the new share class will have the same investment objectives and underlying investment holdings as the funds they are replacing. The only difference is that they represent a different share class and offer a lower fund expense.

Balances in, and contributions to the closing funds will automatically transfer to the new share class funds in the plan unless directed elsewhere by the participant.

To discuss these important changes to the International UAW 401(k) plan and how they may impact your current portfolio allocation, do not hesitate to contact Mainstay toll-free at 1-866-444-6246.

There will be several changes within the International UAW Staff Severance Plan over the next few months. The effective date of these changes will be July 1, 2015.

The Fidelity® Fund - Class K fund will close and be replaced by an investment option currently offered by the Plan. Assets presently invested in, or contributions (including loan repayments) currently being directed to, the Fidelity® Fund - Class K fund will automatically shift to the existing fund without any action from the participant.

Additionally, the Fidelity Freedom K® Funds will become the Plan’s Designated Default Fund for the UAW Staff Severance Plan. Currently the UAW Strategy Fund is the Plan’s Designated Default Fund.

For participants without an investment election on file at Fidelity (thereby defaulting to the UAW Strategy Fund), an automatic transfer to the Fidelity Freedom K® Funds will occur if no election is made as of market close on August, 21, 2015.

A special election window will be established for participants without an investment election on file at Fidelity. During this election window period, participants can elect to have current assets remain invested in the UAW Strategy Fund as this fund will continue to be an option in the Plan.

If you have questions regarding how these changes may affect your International UAW Staff Severance Plan or your investment option selection within the Plan, do not hesitate to contact Mainstay toll-free at 1-866-444-6246.

The International UAW has announced upcoming investment option changes for the International UAW Staff Severance Plan. The new investment options will provide similar investment strategies and risks, but the overall expenses for the investment options will be lower. In conjunction with this change, the target date retirement funds in the plans will change share class, also in an effort to reduce operating expenses.

All changes will be effective as of the market’s close on October 1, 2014. Contact Mainstay toll-free at 1‑866‑444‑6246 to discuss the impact these changes may have on your portfolio.

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    • Americas Top Wealth Advisors 2020
    • Financial Advisor
    • 2018 Top 100 Barron's
    • Financial Times
    • Financial Planning

      Recent Media Appearances

      Bloomberg

      David Kudla, Mainstay Capital Management founder and chief executive officer, discusses Fed policy and how tariffs could change market outlook.

      FOX Business

      Mainstay Capital Management CEO David Kudla joined Maria Bartiromo on Fox Business TV to discuss the economy and where stocks are headed next.

      CNBC

      CNBC’s Steve Liesman interviews Federal Reserve President Charles Evans live from the ENGAGE Undergraduate Investment Conference.