Thank you for your interest in Mainstay Capital Management, 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), IRAs, annuities, and other investment accounts. Our approach to wealth management includes the following:
- A personalized investment strategy, based on independent investment advice.
- Active management of your investment 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 asset allocation, account balances, and portfolio performance over multiple time horizons.
- 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 personal financial plan, retirement income analysis, employer buyout analysis, and other financial guidance and assistance, as desired.
For more information concerning management of your account, click here for a free information kit or call us toll-free at 866-444-6246.