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