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Mainstay Capital Management Mainstay Capital Management We are an independent, fee-only, Registered Investment Advisor With our staff of Senior Wealth Advisors, we can offer advice and comprehensive solutions for all of your financial planning needs We Specialize in the Management of Individual 401(k), 457 and 403(b) Accounts for Employees and Retirees
Wealth Management Team David Kudla is founder, CEO, and Chief Investment Strategist of Mainstay Capital Management, LLC, a fee-only, independent, Registered Investment Advisor He is also President and Executive Editor of FIA Publishing, LLC, which publishes the “401k Investor” series of investment advisory newsletters
Mainstay Capital Management Review 2024 - investor. com Mainstay Capital Management, registered in 2000, serves 52 state(s) with a licensed staff of 14 advisors Mainstay Capital Management manages $4 0 billion and provides investment advisory services for 3,476 clients (1:248 advisor client ratio)
Mainstay Capital Management, LLC - files. adviserinfo. sec. gov Mainstay Capital Management is a full service wealth manager providing comprehensive financial planning as well as management of 401(k), 403(b), 457, IRA, and non-retirement accounts We specialize in the management of workplace savings plan accounts as part of our overall wealth management solution
Investment Management Thank you for your interest in Mainstay Capital Management, a fee-only, independent Registered Investment Advisor We are committed to providing comprehensive financial planning and portfolio management for our clients’ 401(k), 403(b), IRAs, annuities, and other investment accounts
Mainstay Compass Mainstay Compass™ is our proprietary process for building a personalized, comprehensive financial plan just for you Mainstay Compass™ enables us to guide you through all components of your personal financial plan and integrate them into a holistic solution
Services - mainstaycapital. com Mainstay Capital Management offers comprehensive portfolio management solutions for your 401(k), 403(b), IRA, annuity, non-retirement, and other investment accounts After a client interview, Mainstay will develop and manage a portfolio designed to meet your specific needs