Comprehensive Investment Management Solutions
Helping Achieve 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 client interview, Mainstay will develop and manage a portfolio designed to meet your specific needs. Whether you have a long-term time horizon and are looking to maximize gains, would like to generate current income and minimize volatility, or are somewhere in between, 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 transfer your assets out of the plan, 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