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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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In addition to an earlier change in October, Ford Motor Company will make additional adjustments to the Savings and Stock Investment Plan (SSIP) for salaried employees and the Tax-Efficient Savings Plan for Hourly Employees (TESPHE). The investment lineup for the plans will undergo a significant overhaul.

All changes are effective January 2, 2015. On December 31, 2014, all affected funds will be closed to new investments and current allocations will transfer to the replacement funds being added to the plans.

To discuss the investment line-up overall or how these changes may impact your investment allocation, contact us toll-free at 1-866-444-6246.

Ford Motor Company will drop one of the bond funds currently available to participants in the Savings and Stock investment Plan (SSIP) for salaried employees and the Tax-Efficient Savings Plan for Hourly Employees (TESPHE).

Effective November 14, 2014, the fund will be closed to new investments and current allocations will transfer to an existing fund in the plan.

To discuss this recent fund removal, our insight into the change, or how it may impact your investment allocation, contact us toll-free at 1-866-444-6246.

Ford Motor Company is providing an additional savings option to SSIP and TESPHE 401(k) plan participants. This option will provide all eligible salaried and hourly employees the ability to contribute to a Roth savings feature within their 401(k) plan.

The Roth feature within a 401(k) plan allows employees the flexibility to “tax diversify” their income sources for retirement by directing savings among designated Roth, traditional pre-tax, and/or after-tax contributions. Additionally, for those Ford employees who are ineligible for a Roth IRA, the Roth feature provides an opportunity to build a tax-free retirement income source.

For questions on this new Roth feature within the Ford 401(k) plan, feel free to call Mainstay Capital Management toll-free at 1‑866‑444‑6246.

Request a free copy of Mainstay Capital Management’s “Roth 401(k) Investment Guide”

Roth 401(k)s - Frequently Asked Questions

Ford Motor Company has announced changes that will impact a specific mutual fund investment option in the Savings and Stock Investment Plan (SSIP) for salaried employees and the Tax-Efficient Savings Plan for Hourly Employees (TESPHE).

Effective May 1, 2014, the ING Clarion Global Real Estate Securities Fund will change its name to Voya Clarion Global Real Estate Securities Fund. This will be a name change only - the fund manager, investment objective, and fees will remain the same.

In addition, Ford Retirement Plan (FRP) participants upon termination of employment will have the option to take partial withdrawals or commence installment payments from the FRP. These options are in addition to the current lump sum withdrawal option. This new option will be effective April 1, 2014.

Ford Motor Company announced an increase in the company match for the Savings and Stock Investment Plan (SSIP) effective July 1, 2013. The current match of $0.80 per dollar will increase to $0.90 per dollar of employee contributions, up to 5% of the employee’s eligible base salary. Mainstay Capital Management recommends that all Ford salaried employees contribute at least 5% in order to take full advantage of the company match.

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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.