• 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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Thank you for your interest in Mainstay Capital Management. Our managed account plans are designed to help make your investment portfolio work harder toward achieving your goals. We are committed to providing exceptional investment management for our clients. Our approach to management of your investment portfolio includes the following:

  • A personalized investment strategy based on truly independent investment advice.
  • Active management of your investment portfolio, including changing asset allocations and investment directions as appropriate. We will regularly re-evaluate your portfolio and make changes as your personal goals, risk tolerance, and market conditions warrant. In management of IRAs and non-retirement accounts, we utilize a network with thousands of investment options.   
  • Detailed, easy-to-read quarterly statements showing your asset allocation and account balances.
  • A quarterly review of the financial markets and our investment strategy, as well as our outlook for the months ahead.
  • Personal assistance on any questions regarding your portfolio, our investment strategy, or your personal financial situation.
  • A comprehensive Retirement Income Analysis, employer buyout analysis, and any other financial planning assistance as desired.

For more information concerning management of your account, click here for a free information kit or call us toll-free at 1-866-444-6246.

 

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