Thank you for your interest in Mainstay Capital Management, LLC, a fee-only, independent Registered Investment Advisor. We are committed to providing comprehensive financial planning and portfolio management for our clients’ 401(k), 403(b), 457, IRAs, and other investment accounts. Our approach to management of your 401(k) investment portfolio (GM RSP and PSP, Ford SSIP and TESPHE, Stellantis SESP and UAW Savings Plan, and many others) includes:
- A personalized investment strategy, based on independent investment advice.
- Comprehensive knowledge and analysis of your 401(k) plan investment options and features.
- Active management of your 401(k) portfolio, including asset allocations and investment directions as appropriate based on your personal goals, risk tolerance, and time horizons.
- Detailed, easy-to-read quarterly statements showing your 401(k) account asset allocation, balances, growth, and projections of potential future account growth, which will supplement statements you currently receive from your 401(k) plan provider.
- 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 401(k) account, our investment strategy, your other investments, or your personal financial situation.
- A comprehensive personal financial plan, retirement income analysis, employer buyout analysis, and other financial guidance and assistance, as desired.
For more information concerning account management, click here for a free information kit or call us toll-free at 866-444-6246.