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  401(k) Portfolio Management Plan

Thank you for your interest in Mainstay Capital Management, LLC. Our managed account plans are designed to help make your investments work harder toward achieving your goals. We are committed to providing exceptional retirement planning and portfolio management for our clients. Our approach to management of your 401(k) investment portfolio (SRSP, PSP, SSIP, TESPHE, SERSP, HERSP, VIP, SESP, or HDPP) includes the following:

  • A personalized investment strategy based on truly independent investment advice.

  • Comprehensive knowledge and analysis of your 401(k) plan investment options and features.

  • Active management of your 401(k) 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.

  • 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 Retirement Income Analysis, employer buyout analysis, and any other financial planning assistance as desired.

For more information concerning 401(k) account management, click here for a free information kit or call us toll-free at 1-866-444-6246.

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