Shelton Capital Management Merges Tactical Credit Funds Combination creates compelling investment solution for financial advisors and clients. Shelton Capital Management, a multi-strategy asset manager delivering sophisticated investment solutions, announced that the Cedar Ridge Unconstrained Credit Fund (CRUMX, CRUPX) merged into the Shelton Tactical Credit Fund (DEBIX, DEBTX) bringing the [...]
Shelton NASDAQ-100 Index Fund Named 2019 Lipper Fund Award Winner Denver, CO, March 15, 2019 – Shelton Capital Management, a multi-strategy asset manager delivering sophisticated investment solutions, announced that its Nasdaq-100 Index Fund (Ticker: NASDX) received the 2019 Lipper Fund Award for Best Fund over ten years in the Large [...]
Shelton Capital Management Featured in the Denver Business Journal’s Book of Lists Denver Business Journal featured Shelton Capital Management in their Book of Lists entitled "2019: Investment Managers and Financial Planners: Colorado-based Companies." The list was based off of total assets managed as of October 1, 2018. 2019: Investment Managers and Financial Planners: [...]
Shelton Capital Management Acquires Cedar Ridge Partners Shelton Capital Management and Cedar Ridge Partners, LLC announced an agreement under which Shelton Capital Management acquired Cedar Ridge effective January 25, 2019 and became the investment advisor to the Cedar Ridge Unconstrained Credit Fund (CRUMX/CRUPX). Cedar Ridge, founded in 2004, manages [...]
Bill Mock's Insights On Green Bonds Bill Mock, our lead member of the portfolio management team for Fixed Income and Money Market funds, shares his insights on green bonds in FA-mag.com, In Search of Earth-Friendly Bonds. How green is green? That’s the question many clients want their advisors to [...]
Responding To The Changing 401(K) Plan Landscape Shelton Capital announces key additions to its retirement plan offering Shelton Capital Management announced today two significant enhancements to its retirement plan services. First, in response to the demand from plan sponsors to add fiduciary oversight on their 401(k) plans, Shelton Capital [...]
Shelton Capital Management Responds To Increased Demand By Expanding Options Team Shelton Capital Management announced the addition of Nick Griebenow to its investment management team focused on Option Overlay Strategies. Mr. Griebenow, formerly a Senior Derivatives Trader at Charles Schwab & Co., has extensive experience with options, most recently [...]
Shelton Capital Management Tops $2 Billion In Assets Under Management Shelton Capital Management, a multi-strategy asset manager that seeks to deliver attractive risk-adjusted performance alongside authentic client service, today announced that as of March 26, 2018, it had crossed over $2 billion in assets under management. The firm, which [...]
Market Review The volatility in global markets that began in February continued through March. Equity markets around the world fell along with bond yields as the shift down the risk curve continued. For the month, the MSCI All Country World Ex-US index was down 1.71% and finished the first [...]
Shelton Green Alpha Fund Crosses Five-year Threshold Shelton Capital Management announced today that the Shelton Green Alpha Fund (ticker: NEXTX) celebrated its five-year anniversary on March 12, 2018. Since inception, the Fund has achieved returns of 10.49% annualized, net of fees. The Shelton Green Alpha Fund has earned a [...]
