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Selected by Pensions & Investments as a Best Place to Work in Money Management

Amid COVID-19 pandemic, we continue our deep commitment to employee well-being and focus on client needs.

Online Access
Open a New Account
Online Access
Open a New Account

Main Line
(800) 955-9988

Hours (MT)
Mon-Thur 8am-5pm,
Fri 8am-4pm

About Us

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 June 30, 2021, our firm has grown to manage over $3.8 billion in assets ranging from U.S. equity strategies, international equity strategies, fixed income strategies, ESG strategies and specialty classes. Download Form CRS.

We offer a selection of low-cost mutual funds, giving investors an easy, affordable, and practical way to invest in a broad spectrum of asset classes.

View Mutual Fund Options

In The News

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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 environmental mutual funds.

View All Mutual Funds

Our Personnel: Trusted and Experienced

We seamlessly operate from three offices across the United States. 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.

Meet All Key Personnel

Invest with us. Let’s get started.

Open a New Account.

Use our simple process to create an account.

Open a New Account
You will need the following information:

  • Social Security number and date of birth for the account owner(s)
  • Bank information if you prefer automatic investing (a check or deposit slip has everything you need).
  • A residential address (no P.O. Boxes)
  • Social Security numbers and addresses for your beneficiaries (for IRAs only).

Questions? Call 800-955-9988 to speak with a representative about opening an account or about our funds.

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