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 more than $2 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 objective investment advice with only our clients’ best interests in mind.

David Kudla, CEO and Chief Investment Strategist of Mainstay Capital Management, has been ranked by Barron’s as one of the “Top 100 Independent Financial Advisors” in the country for the past eight years, and in the top 25 for the past two years. Mainstay is also 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®). David is a Dow Jones MarketWatch columnist and a contributing writer for Forbes. He 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, USA TODAY, Detroit News & Free Press, Reuters, NBR, CNN, Bloomberg, FOX Business, and CNBC. He holds three U.S. patents and has a patent pending for Mainstay Capital Management’s proprietary Waypoint Retirement Planning SystemTM. As part of his philanthropic activities, David is founder and Executive Director of ENGAGE® - International Investment Education Symposium, the largest annual student investment conference in the world. He is an Adjunct Professor, serves on several university advisory councils, and is the sponsor of the largest student run portfolio at Stanford University. He is a member of TD Ameritrade’s NextGen Advisory Board and serves on Guggenheim Investment’s RIA Advisory Board. David is currently listed as one of the “Top 20 Most Social Financial Advisors in the U.S.” as ranked by BrightScope’s Social Media Influence Rank.

At Mainstay Capital Management we are committed to providing exceptional, personalized service. After a thorough analysis, Mainstay will 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

Important Consumer Disclosure

Mainstay Capital Management, LLC is an investment advisor registered with the Securities and Exchange Commission. Due to various state regulations and filing requirements, Mainstay and its representatives may only provide investment advisory services in those states in which it is first appropriately registered or otherwise exempt or excluded from registration requirements. The purpose of this website is to provide the public with general information about the services offered by our investment management firm. Mainstay does not render personalized investment advice or services or effect, or attempt to effect any securities transactions, on this website. Our firm continuously monitors its filing requirements in all states, and will provide individualized advisory services only in accordance with various state regulations. Mainstay does not make any representations or warranties as to the accuracy, completeness, or relevance of any information prepared by any unaffiliated third party provider, whether linked to Mainstay's website or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.