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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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Effective January 1, 2015, based on recent legislation and IRS guidelines, GM is expanding the Roth conversion feature in the RSP and PSP to incorporate all vested assets, including both pre-tax and after-tax monies. This feature can allow for more flexibility in managing one’s tax strategy up to and throughout retirement.

To discuss the Roth conversion option in your GM savings plan and if it may be right for your personal situation, contact Mainstay Capital Management toll-free at 1‑866‑444‑6246.

General Motors has announced changes to the investment menu within the Health Savings Account (HSA). Several of the available options in the plan will transition to a new "institutional" share class between June 23rd and June 25th.

The new institutional share class for each mutual fund investment option provides the same investment strategy and risk, but the overall expenses for the investment option will be lower. New fund codes and ticker symbols are associated with the new share class.

If you have questions regarding how these changes may affect your HSA portfolio or your investment option selection within the GM HSA, don’t hesitate to contact Mainstay toll-free at 1‑866‑444‑6246.

General Motors has announced changes to the fund lineup in the Health Savings Account (HSA). These changes impact various mutual funds in the HSA, effective as of the close of business on June 17, 2013. For some participants, if no action is taken, your automatic investment feature may be turned off.

If you have questions regarding how these changes may affect your portfolio or your investment option selection within the GM HSA, don't hesitate to contact Mainstay toll-free at 1‑866‑444‑6246.

General Motors has announced changes that will impact the GM Retirement Savings Plan (RSP) and Personal Savings Plan (PSP) (“the Plans”). The changes will take place in early April 2014.

The target date funds are moving from Pyramis Active Lifecycle Funds to State Street Global Advisor Target Retirement Funds, one fund is changing share class, and one fund is being eliminated from the Plans.

To discuss these important changes to the GM 401(k) plans and how to allocate your portfolio in light of the new investment menu, do not hesitate to contact us toll-free at 1‑866‑444‑6246.

General Motors has announced upcoming investment option changes for the Retirement Savings Plan (RSP) and Personal Savings Plan (PSP). The new investment options will provide similar investment strategies and risks, but the overall expenses for the investment options will be lower. These changes will be effective as of the close of business on May 24, 2013. Contact Mainstay toll-free at 1‑866‑444‑6246 to discuss the impact these changes may have on your portfolio.

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