Comprehensive Investment Management Solutions

Achieving 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 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.

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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 take your money out, 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

 




Other Wealth Management Services

Putting it all together

Mainstay Capital Management's primary focus is investment management, retirement planning, and financial planning. However, our goal is to be able to advise, counsel and offer solutions for all of our clients' financial service needs.

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Important "Conflict of Interest" Disclosure

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.