About Shelton®
We are a multi-strategy asset manager delivering sophisticated investment solutions.
It is our honor to have been serving investors for over 35 years. Our founder, Richard Shelton, established the company in 1985 with the same core values we embody today: growth, authentic client service, professionalism and compliance. We continue our legacy in serving the individual investor and understand our job is personal and important to our clients.
As of September 30, 2024, our firm has grown to manage over $5.5 billion in assets ranging from U.S. equity strategies, international equity strategies, fixed income strategies, ESG strategies and specialty classes. Download Form CRS.
In The News
EQTIX: The Dual-Approach Investors Needed Yesterday
Investors seeking relatively less risk compared to pure equity investments and the opportunity for cash flows may gravitate toward covered calls strategies.
Wealth Transfer Strategies: Family Wealth Planning for Future Generations
If you’re interested in passing along more than memories to your loved ones, it’s time to start planning.
Shelton Capital Management Named to Pensions & Investments Best Places to Work in Money Management for Fifth Consecutive Year
Shelton Capital Management was selected as one of the 2024 “Best Places to Work in Money Management” announced by Pensions & Investments today.
Our Mutual Funds
Shelton Capital Management is focused on providing excellent investment options to individuals, financial advisors and employer-sponsored retirement plans. We believe we offer a breadth of mutual funds and product offerings to help clients meet their financial goals. We invite you to learn more about our selection from U.S. equity mutual funds, international mutual funds, to bond mutual funds.
Our Personnel: Trusted and Experienced
Our ambition as investment managers is to identify high-quality assets, both in the market and in the workforce. We’re proud of our team of investment and customer-service professionals. Our personnel has a history of demonstrating superior academic achievement, an unwavering commitment to business ethics, and high-level investment expertise. As a group, we’re growth oriented and committed to giving our clients authentic customer service.
Steve Rogers
Dennis Clark
Greg Pusch
