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
Simplify Adulting: Turn Financial Stress into Success
Welcome to adulthood—where career goals, relationships, health, and future planning collide faster than you can say, 'I’ve got bills, they’re multiplying!' (Cue the John Travolta moment) If you’re straddling the line between Gen Z and Millennials, chances are, you’re looking for more stability wherever you can find it.
Generational Wealth Starts With a Conversation
If you’ve built a family while spending much of your time stressed out about money, you’re likely hoping that future generations won’t face the same struggles you did. Here’s your chance—allow your children and grandchildren to ask questions. It’s never too early to learn how to manage money.
Rethinking Our Relationship with Wealth
Money changes what you can access and can undoubtedly be used to make happiness-inducing purchases. It serves for nearly all intents and purposes, like equipping you and your loved ones with a safety net, funding for personal opportunity and enjoyment, and a chance to support others.
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
