Thank you for your interest in Mainstay Capital Management. Our managed account plans are designed to help make your investment portfolio work harder toward achieving your goals. We are committed to providing exceptional investment management for our clients. Our approach to management of your investment portfolio includes the following:

  • A personalized investment strategy based on truly independent investment advice.
  • Active management of your investment 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. In management of IRAs and non-retirement accounts, we utilize a network with thousands of investment options.   
  • Detailed, easy-to-read quarterly statements showing your asset allocation and account balances.
  • 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 portfolio, our investment strategy, 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 management of your account, click here for a free information kit or call us toll-free at 1-866-444-6246.


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