• Welcome to Mainstay Capital Management

    Welcome to Mainstay Capital Management

    We are an independent, fee-only, Registered Investment Advisor. With our staff of Senior Wealth Advisors,
    we can offer advice and comprehensive solutions for all of your financial planning needs.

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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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General Motors has announced a Retirement-Eligible Special Payment (RESP) available to GPD, GPSC, and Manufacturing Engineering retirement-eligible U.S. classified salaried employees who retire between July 1, 2017 and September 1, 2017.

The RESP will offer the following:

  • Retirement under Company benefit plans and programs, subject to their terms; plus
    • Pay-out of any unused 2017 vacation upon retirement
    • Pro-rated teamGM payment based on your actual last day worked, to be paid in March 2018, based on Company performance
  • Additional two months of base pay in a one-time lump sum payment

Many employees are currently deciding whether to retire. The RESP is an added factor that may help employees make the decision to retire, if that is their preference.

Contact Mainstay toll-free at 1-866-444-6246 to learn more about the GM RESP and how we can help you achieve your retirement goals through your 401(k), IRAs, and non-retirement accounts.

General Motors has announced changes to the investment lineup for the GM Retirement Savings Plan (RSP) for salaried employees and the Personal Savings Plan (PSP) for hourly employees.
 
Effective July 31, 2020, there will be an update to the Target Date Funds Pathway, the addition of two new multi-manager "White Label" Funds, and the removal of five existing investment options.
 

To discuss these plan changes and how they may impact your investment allocation, do not hesitate to contact Mainstay Capital Management toll-free at 1‑866‑444‑6246.

 

 

 

The GM Retirement Savings Plan (RSP) for salaried employees and the Personal Savings Plan (PSP) for hourly employees is revising the investment fund lineup.

Effective June 30, 2017, the share class of several investment options offered will change to a new share class. The new share class will offer the same investment strategy and risk, but will have a lower overall expense.

Mainstay Capital Management is offering our assistance to the many GM employees who have recently retired, participated in the Voluntary Separation Program, or have been transitioned from the company involuntarily.

Separating with General Motors may be one of the most important events in your lifetime. A detailed analysis and a comprehensive strategy can give you the peace of mind that you have planned prudently for the future. To discuss your personal situation in detail, please contact us toll-free at 1-866-444-6246.

For those salaried employees and retirees who participate in the General Motors Health Savings Account (HSA), you may have received notification regarding the upcoming account upgrades provided through Bank of America has announced changes to the GM Health Savings Account (HSA). The enhancements are to include a redesigned website, introduction of a mobile app, an online chat feature, and enhanced investment features.

During this transition period the GM HSA account as well as the HSA debit cards will be unavailable. There are no changes to the fund lineup associated with this upgrade.

Register or log in to view our most recent Model Portfolios for the GM HSA.

More Articles ...

  1. GM Savings Plan Transfer Notice – May 2017
  2. GM HSA Investment Menu Change – May 2017
  3. GM Roth In-Plan Conversion Option – April 2017
  4. GM GVUL Changes – January 2017


Mainstay Capital Management

We are an independent, fee-only, Registered Investment Advisor. With our staff of Senior Wealth Advisors,
we can offer advice and comprehensive solutions for all of your financial planning needs.



We Specialize in the Management of Individual 401(k), 457 and 403(b) Accounts for Employees and Retirees
General Motors, Ford, Stellantis (formerly FCA), BorgWarner, Visteon, Rolls-Royce, Allison Transmission, State of Michigan, Among Others

  

  • Americas Top Wealth Advisors 2020
  • Financial Advisor
  • BarronsNEW
  • Forbes Best In State

    *Please See Full Ranking Disclosure

    Recent Media Appearances

    Bloomberg

    David Kudla, Mainstay Capital Management founder and chief executive officer, shares his market and economic outlook

    CNN

    David Kudla, CEO of Mainstay Capital Management, joined Paula Newton on CNN at the New York Stock Exchange to discuss U.S. stocks, the Fed, and the tech sector.

    FOX Business

    Mainstay Capital Management CEO David Kudla joined Liz Claman on Fox Business to discuss the markets and the election.

    CNBC

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

    View All Videos

    Full Ranking Disclosure

    Form ADV Part 2A Brochure 

    ADV Part 3 Form CRS

     

     

     

     

    DISCLOSURE INFORMATION - RANKINGS AND AWARDS

    Barron's Magazine - Top 100 Independent Wealth Advisors

    According to Barron’s: The rankings are based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross‐checks with securities firms and conversations with individual advisors. The formula Barron’s uses to rank advisors is proprietary. It has three major components: assets managed, revenue produced and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. The quality of practice component includes an evaluation of each advisor’s regulatory record. Moreover, neither Mainstay nor any other participating advisors paid a fee to be eligible for the “Top 100 Independent Wealth Advisors." The data is based on one fiscal year (7/1/23 - 6/30/24) and appeared in Barron’s on 9/16/24.

     

    Forbes - America's Top Wealth Advisors 

    Forbes ranking of America’s Top Wealth Advisors was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Data provided by SHOOK® Research, LLC. America’s Top Wealth Advisors data as of 6/30/23 and appeared on Forbes online on 4/3/24.

     

    Forbes - Best-In-State Wealth Advisors

    Forbes ranking of Best-in-State Wealth Advisors was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Best-in-State Wealth Advisors data as of 6/30/23 and appeared on Forbes online on 4/3/24.

     

    Financial Planning - Top 150 Fee-Only RIA Firms

    Mainstay Capital Management, LLC (“Mainstay”) was named among the “Top 150 Fee-Only RIA Firms” by Financial Planning (“FP”) in 2023. FP’s 2023 ranking of registered investment advisers was compiled by compliance firm Comply. Mainstay is not affiliated with Financial Planning or Comply. SEC Form ADV filings as of July 2023 were used to list the largest companies using a six-part criteria that included the following: (1) firms must have zero registered representatives of a broker-dealer, (2) at least 50% of the firm's clients must be individuals or high net worth individuals, (3) firms must not list commissions as a compensation arrangement, (4) firms must have more than zero financial planning clients, (5) firms must not list commission-taking businesses in "other business activities", and (6) firms cannot be affiliated under common ownership with commission-taking businesses. Neither FP nor Comply have disclosed how many firms were evaluated to formulate the list. There was no direct compensation provided to be nominated for this award. The “RIA Leaders 2023: Top 150 Fee-Only RIA Firms” appeared on Financial Planning online on 11/22/23.