• 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.

    SCHEDULE A MEETING

  • 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.

    SCHEDULE A MEETING

  • Mainstay Compass™

    Mainstay Compass™

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

    SCHEDULE A MEETING

  • Investment Management Solutions

    Investment Management Solutions

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

    SCHEDULE A MEETING

  • 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.

    SCHEDULE A MEETING

  • 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.

    SCHEDULE A MEETING

Comprehensive Investment Management Solutions

Achieving Your Financial Goals

Mainstay Capital Management offers comprehensive portfolio management solutions for your 401(k), 403(b), IRA, annuity, non-retirement, and other investment accounts. After a thorough analysis, Mainstay will select and manage a portfolio designed to meet your specific needs. Whether you have a long-term time horizon and are looking to maximize gains, or would like to generate current income and minimize volatility, our team will manage your portfolio and handle all of the day-to-day investment decisions.

More information
Frequently Asked Questions

 



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

Helping You Chart A Course For A More Secure Retirement

Because we recognize that saving and investing for retirement is so important, we have made a special commitment to retirement investors. We specialize in retirement planning and the management of individual 401(k), 457, and 403(b) accounts for employees and retirees of the domestic automakers and their suppliers, among other companies. We will help you make the most of your employer savings plan to achieve your retirement savings goals. 

Portfolio Management Plan
Frequently Asked Questions

 



Retirement Plan Transition Options

What to do with your Retirement Savings

It’s important to understand the options for the savings you have in your former employer’s retirement plan. If you are eligible to take your money out, there are typically four possible options. There are advantages and drawbacks for each option. There may be other factors to consider due to your specific needs and situation. The Retirement Savings Options summary below can help you identify some important considerations.

Retirement Savings Options

 




Other Wealth Management Services

Putting it all together

Mainstay Capital Management's primary focus is investment management, retirement planning, and financial planning. However, our goal is to be able to advise, counsel and offer solutions for all of our clients' financial service needs.

More Information

 

Important "Conflict of Interest" Disclosure

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