About Mainstay Capital Management, LLC
Investing is much more complicated today than it
was several years ago. The variety of mutual funds, ETFs, stocks, bonds, and international
securities continues to grow. With so many choices and increasingly volatile financial
markets, it has become more difficult for individual investors to monitor their
own portfolios and make timely investment decisions. However, the decisions an investor
makes today and in the future can significantly affect his or her long-term financial
security.
Mainstay Capital Management, LLC (MCM) was founded to help investors who do not
have the time or inclination to give their retirement savings accounts and other
investments the thorough research and analysis they require. Through our portfolio
development and management process, MCM takes full advantage of the investment options
available in a client’s 401(k), 403(b), IRA, or other type of managed account to
meet his or her long-term goals and tolerance for risk. Additionally, with our staff
of Certified Financial PlannersTM and Chartered Retirement Planning
CounselorsSM, Mainstay Capital Management can offer counsel and develop
comprehensive solutions for any financial aspect of your life.
Mainstay Capital Management is an independent, fee-only, Registered Investment Advisor
with $1 billion under management. Unlike many other firms, MCM has no ties to, nor
receives commissions or compensation from any broker, mutual fund company, banking
institution, or insurance company. We offer truly unbiased, objective investment
advice with only our clients’ best interests in mind.
David
Kudla, CEO and Chief Investment Strategist of Mainstay Capital Management, is currently
ranked by Barron’s as one of the “Top 100 Independent Advisors” in the country and
Mainstay is recognized by Investment News as a “Top 30 Financial Planning Firm”
nationwide. He has earned two postgraduate degrees, including a Masters Degree in
Management at Stanford University. David holds a Certificate in Financial Planning
and is an Accredited Asset Management SpecialistSM (AAMS®), a Chartered Retirement
Planning CounselorSM (CRPC®), and a Chartered Mutual Fund CounselorSM (CMFC®). He
is a contributing writer for Forbes and publishes articles on investments, the
financial markets, and retirement planning. David regularly speaks at national conferences, conducts educational
seminars, and advises thousands of retirement savings plan participants. His insights
into investing, 401(k) plans, the financial markets, and the
automotive industry have often been sought out by prominent media sources worldwide
such as The Wall Street Journal, Barron’s, Forbes,
Kiplinger’s Personal Finance,
USA TODAY, Detroit News & Free Press, Reuters, CNN, Bloomberg, FOX, and CNBC. He
holds three U.S. patents and has a patent pending on Mainstay Capital Management’s
proprietary Waypoint Retirement Planning SystemTM.
At Mainstay Capital Management we are committed to providing exceptional, personalized
service. 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.
Community Involvement
MCM Clients Worldwide
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