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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.
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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.
Press Release
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.
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Self-Care Gifts That Encourage Wealth-Building Opportunities
A self-gifting option designed to keep you ahead of the game, even when the holidays have you juggling your time and priorities.
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Strategic Credit Investing with DEBIX
The fund’s investment strategy is centered around income generation and capital appreciation— low-risk investments seeking dependable returns.
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2025 Checklist for Smart Investing to Kickstart Your New Year
For newer investors taking financial initiative, checking off to-do items can streamline efforts for smart investing in 2025.
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The Ultimate Financial Guide to Adulting Smarter
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.
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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.
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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.
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A Market Volatility Survival Guide
Market volatility, otherwise known as the fear gauge, plays a key role in measuring a market or security's price fluctuation over time. It is the rating and scale that users keep an eye on in deciding when to buy and the risk associated with a purchase. It can be equally exciting and terrifying.
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Want To Make The World A Better Place? Learn About Impact Investing & More
In today’s world, investing isn't just about growing your wealth. Investing can also be a vehicle for making a positive impact on society and the environment.
News & Knowledge
Investing Is Personal: What To Expect From Top Investment Firms
When it comes to investing, it’s easy to get lost in a sea of numbers, trends, and headlines. But beyond the data, there’s a fundamental truth that often gets overlooked: investing is personal.
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Investing For Beginners: Make Your Money Work For You 24/7
Investing might seem like something only the wealthy or financially savvy do, but the truth is that anyone can start investing in mutual funds and reap the potential benefits of long-term investing. The key idea, that any investing for beginners course will tell you, is that it’s all about making your money work for you. Instead of just sitting in an account, your money works for you day and night. If that sounds too good to be true… Let's break it down.
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What Are The Most Important Economic Indicators To Watch?
In today’s world, the flood of financial news, data, and headlines can be overwhelming. For someone passionate about finance and investing, knowing about the market and trends can help cut through the noise and make informed decisions about your money.
News & Knowledge
Business Needs to Wake Up to the Reality of GHG Emissions Reporting
The U.S. Securities & Exchange Commission (SEC) published its final rule on climate-related disclosure by publicly-traded companies in March of this year.
Video
Portfolio Manager Bruce Kahn, Ph.D Joins Schwab Network with Oliver Renick
Exploring the Future of ESG Investing with Portfolio Manager Bruce Kahn, Ph.D on Schwab Network.
Press Release
Shelton Capital Management Crosses $5 Billion in AUM
Shelton Capital Management is pleased to announce that organic growth and aggressive acquisition strategy drive a doubling of firm AUM in less than four years.
Video
Lead Portfolio Manager Bruce Kahn Joins WealthManagement.com Fast Chat with Shannon Rosic
Portfolio Manager Bruce Kahn, Ph.D. joins the ESG Talks podcast to discuss ecological economics and sustainable investing.
Press Release
Forbes Advisor Names Nasdaq-100 Index® Fund to 2024 Best Mutual Funds List
Shelton Capital Management announced that its Nasdaq-100 Index Fund (Ticker: NASDX) was named to Forbes Advisor’s 10 Best Mutual Funds List for 2024.
In the News
Two Shelton Funds Featured in Kiplinger’s Mutual Fund Guide for 2024
After the terrible returns of 2022, stocks gained solid ground in 2023, as a recession never arrived and economic growth came in stronger than expected.
In the News
The Shelton Nasdaq-100 Index Fund Named the Best Index Fund for 2024 by Time.com
According to Time.com, the best index funds can diversify your investment portfolio while minimizing fees and risk. See their 10 Best Index Funds for 2024.
In the News
The Shelton Nasdaq-100 Index Fund Named to Forbes Advisor’s “10 Best Mutual Funds”
According to Forbes Advisor, "If you did not own a Nasdaq-100 mutual fund over the past decade, your portfolio missed out on having an MVP player in the game."
Video
Jeffrey Rosenkranz Joins Nasdaq Trade Talks
Jeffrey Rosenkranz, Portfolio Manager of the Shelton Tactical Credit Fund (ticker: DEBIX) speaks with Jill Malandrino on Nasdaq Trade Talks about managing a fixed-income portfolio in the current environment.
Podcast
Dr. Bruce Kahn Featured on Bloomberg Intelligence Podcast
On this episode of the ESG Currents podcast, Dr. Bruce Kahn joins Bloomberg Intelligence analyst Shaheen Contractor. The conversation focuses on the complex metrics that impact company valuation and the challenges in ESG analysis given the diverse breadth of data and themes.
In the News
Derek Izuel Featured on Advisor Perspectives
While Emerging Markets have lagged in the past, they are poised to produce higher economic growth than advanced markets due to the falling value of the dollar.
In the News
Jeffrey Rosenkranz Featured on Seeking Alpha
Portfolio Manager Bruce Kahn, Ph.D. joins the ESG Talks podcast to discuss ecological economics and sustainable investing.
In the News
Is It Time to Buy Tech Stocks?
2022 was bad for tech companies. But, by a similar measure, 2019, 2020, and 2021 were great for technology, with gains of 37%, 47%, and 26%, respectively.
Podcast
Dr. Bruce Kahn Joins Palma Podcast with Diana Bunge
Portfolio Manager Bruce Kahn, Ph.D. joins the Palma podcast to discuss salient myths and misconceptions, and why it has become such a hot-button concept.
Video
Baseball and Fixed Income Investing
Managing the new game requires a more tactical approach. Portfolio Manager Jeffrey Rosenkranz was recently published on WealthManagement.com.
In the News
Time to Rebalance? Expectations for Emerging Market Stocks are on the Rise
To recall when emerging market equities offered some of the best growth opportunities in the marketplace, one must look back to 2013. We suggest that the fourth quarter of 2022 was a glimpse at further recovery on the horizon in the emerging markets equity space.
In the News
Dr. Bruce Kahn Joins CityWire on Sustainability & Impact Investing
Portfolio Manager Bruce Kahn, Ph.D. joins the ESG Talks podcast to discuss ecological economics and sustainable investing.
Podcast
Dr. Bruce Kahn Joins “The Sustainable Finance” Podcast with Paul Ellis
Dr. Bruce Kahn, Senior Portfolio Manager, speaks with Paul Ellis on "The Sustainable Finance" Podcast for a discussion on the green industrial transformation.
In the News
Bruce Kahn Joins In the Nasdaq on InvestmentNews
Portfolio Manager Bruce Kahn sits down with InvestmentNews to explain how he selects the best innovation-focused, sustainable stocks from the bottom-up.
In the News
Did Congress Just Do Something to Help Americans Save for Retirement?
The recently-enacted CONSOLIDATED APPROPRIATIONS ACT is a $1.7 trillion bill. Tucked inside the bill's 4,100 pages is the SECURE 2.0 Act of 2022.
News & Knowledge
2023 Market Outlook: Embracing an Inflationary Regime
2022 for investors was a year unlike any we have seen in decades. For two decades, the main concern was the threat of deflation brought on by economic weakness.
Press Release
Shelton Capital Management Named to Pensions & Investments Best Places to Work in Money Management for Third Consecutive Year
Shelton Capital Management was selected as one of the 2022 “Best Places to Work in Money Management” announced by Pensions & Investments today.
In the News
Expect What’s Expected: Investors Shouldn’t Be Surprised by How Much Their Funds Go Down in Bear Markets
On Wall Street, the saying "a rising tide lifts all boats," speaks to the notion that when market conditions are good, most investment approaches look good.
Video
NEXTX Update with Bruce Kahn
Bruce Kahn, senior portfolio manager of NEXTX, gives an overview of his background in ESG investing and what he sees as the future of ESG.
Press Release
Shelton Capital Management Taps Peter Higgins as Head of Fixed Income
Shelton Capital Management announced today that Peter Higgins has joined the firm as Head of Fixed Income and Senior Fixed Income Portfolio Manager.
Press Release
Shelton Capital Announces Enhanced Commitment to Sustainable Solutions
Shelton Capital Management announced today its plans to bolster its ESG expertise with the appointment of Bruce Kahn, Ph.D. as a member of the Firm.
In the News
What Does it Mean When the Fed is ‘Behind the Curve’?
The Fed is 'behind the curve'? If you are scratching your head, you're not alone, says Tony Jacoby, CFA - Portfolio Manager, Shelton Capital Management.
Press Release
Shelton Capital Management Launches Shelton Academy
Shelton Capital today launched the Shelton Academy, a program for entry-level candidates that seeks to address the evolving demands of young professionals.
In the News
Nobody Likes Market Corrections
After a year like 2021, when virtually every major stock market index gained more than 20%, it’s easy to forget that equities occasionally go down.
In the News
How Baseball and Investment Managers Measure Success Is Not So Different
Rather than debating advanced statistics, we decided to have a little fun comparing some of the financial metrics of portfolio management to America’s pastime.
Press Release
Shelton Equity Income Fund Receives Morningstar Rating Of 5 Stars
Denver, January 19, 2022 – Shelton Capital Management is pleased to announce that the Shelton Equity Income Fund received a Morningstar Rating™ of 5 stars.
In the News
Green Bonds and the ESG Spree
Green bonds, the oldest and best-known component of ethical finance, are booming. But not all such bonds are created equal.
Press Release
Shelton Capital Management Acquires Vitruvian Capital Management
Denver, January 4, 2022 – Shelton Capital Management and Vitruvian Capital Management today announced an agreement under which Shelton Capital Management acquired Vitruvian Capital Management effective January 3, 2022.
In the News
Fixed Income: 2022 Outlook
Portfolio Manager Jeffrey Rosenkranz recently joined WealthManagement.com to share his 2022 outlook for fixed income.
In the News
US High-Yield Outlook 2022
Portfolio Manager Jeffrey Rosenkranz recently joined S&P Global's Market Intelligence to discuss the high-yield outlook for 2022.
Press Release
Shelton Capital Management Named to Pensions & Investments Best Places to Work in Money Management for Second Consecutive Year
Shelton Capital Management was selected as one of the 2021 “Best Places to Work in Money Management” announced by Pensions & Investments today.
Press Release
Shelton Tactical Credit Fund Receives Morningstar Rating Of 4 Stars
Shelton Capital Management is pleased to announce that the Shelton Tactical Credit Fund received a Morningstar Rating™ of 4 stars among 296 Nontraditional Bond funds, based on risk-adjusted returns as of November 30, 2021.
In the News
Nasdaq Congratulates NASDX on Exceeding $1.3 Billion in Client Assets
Fueled by growing interest among investors and 401(k) plan participants, the Shelton NASDAQ-100 Index Fund (NASDX) recently crossed $1.3 billion in assets.
Video
Shelton Capital CEO Steve Rogers Featured on Nasdaq Trade Talks
Shelton Capital CEO Steve Rogers recently joined Jill Malandrino on Nasdaq Trade Talks to discuss the Shelton Nasdaq-100 Index Fund (NASDX) and how investors can access the Nasdaq-100 in their 401(k) accounts.
In the News
The Best ESG Funds Of 2021
The Shelton Green Alpha Fund uses a proprietary set of factors in selecting companies. According to its prospectus, it selects green economy companies that fund management believes work “to improve human well-being and increase economic efficiencies, while significantly reducing environmental risks and ecological scarcities.”
Press Release
Shelton Capital Management Surpasses $4 Billion AUM Mark
Denver, September 28, 2021 – Shelton Capital Management, a multi-strategy investment manager, today announced that assets under management (AUM) in its suite of mutual funds and separately managed accounts have exceeded $4 billion.
In the News
ESG Fund for your Radar
The Shelton Green Alpha Fund (NEXTX) featured in Citywire's new Book of top ESG funds!
Video
What is Shaking Up U.S. Bond Auctions?
Jeff Rosenkranz, Portfolio Manager at Shelton Capital Management, was featured on Primary Markets TV.
Press Release
Shelton NASDAQ-100 Index Fund Eclipses $1 Billion in Assets Under Management
Denver—January 27, 2021—Fueled by growing interest among investors and retirement savers in 401(k) accounts, the Shelton NASDAQ-100 Index Fund (NASDX) crossed $1 billion in assets under management, Shelton Capital Management announced today.
Press Release
SHELTON CAPITAL MANAGEMENT SELECTED BY PENSIONS & INVESTMENTS AS A BEST PLACE TO WORK IN MONEY MANAGEMENT
SHELTON CAPITAL MANAGEMENT SELECTED BY PENSIONS & INVESTMENTS AS A BEST PLACE TO WORK IN MONEY MANAGEMENT Denver-based boutique firm wins prestigious industry award for its deep commitment to employee well-being and focus on client needs. Denver, December 15, 2020 – Shelton Capital Management, a multi-strategy asset manager with [...]
Press Release
Shelton International Select Equity Fund Crosses $100M in AUM
Denver, October 14, 2020 – Shelton Capital Management, a multi-strategy asset manager, today announced that assets under management (AUM) in its Shelton International Select Equity Fund (SISEX/SISLX) have exceeded $100 million, which when added to the AUM in separately managed accounts (SMAs), the total approaches $150 million.
In the News
The Shelton Green Alpha Fund was featured in Reuters
Check out the recent Reuters article featuring the Shelton Green Alpha Fund!
Press Release
Shelton Capital Management Crosses $3 Billion in Assets Under Management
Denver, August 26, 2020 – Shelton Capital Management, a multi-strategy investment manager, today announced that assets under management (AUM) in its suite of mutual funds and separately managed accounts have exceeded $3 billion.
Press Release
Shelton Capital Management Introduces Emerging Markets Fund
Shelton Capital Management, a multi-strategy investment manager, announced the launch of its new fund, the Shelton Emerging Markets Fund (Ticker Symbols: EMSQX, EMSLX), effective June 29, 2020. The Shelton Emerging Markets Fund is the successor fund to the ICON Emerging Markets Fund.
News & Knowledge
WINNING BY NOT LOSING: How Much You Make Depends Significantly on How Much You Don’t Lose
Uncertainty in investing and the markets remains at the forefront for investors. The COVID-19 pandemic has seen market volatility spike to levels that rival history’s most extreme conditions. The descent from a record high in February to bear market territory in March was extraordinarily swift and acutely brutal.
In the News
Why ESG and Impact Investing Are A Natural 401k Fit.
Why ESG and Impact Investing Are A Natural 401k Fit Garvin Jabusch, Portfolio Manager of Shelton Green Alpha Fund (NEXTX) shares his insights, and you can learn more about how climate change investing can be profitable in more ways than one. Read Full Article Important Information: By [...]
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Green Bonds: Investor Demand, Advisor Edge – Conversation with George Gay, Guy Benstead & Bill Mock
George Gay delves into Shelton Capital Management’s approach to ESG and impact investing in the U.S. fixed income markets, as well Green Bonds.
News & Knowledge
ACTIVE MANAGEMENT: “The report of my death was an exaggeration”
After a decade of steadily increasing valuations, even a reasonable observer might have forgotten how hard it is to beat the market. Investors have, quite simply, enjoyed the longest running bull market on record. So, too, have mutual funds and exchange-traded funds designed to track the indexes. By all accounts, these passive approaches have provided just what they promised: Market-like returns with low fees.
Press Release
Nasdaq-100 Fund Recognized at 2020 Refinitiv Lipper Fund Awards
Shelton Capital Management, a multi-strategy asset manager delivering sophisticated investment solutions, announced that its Nasdaq-100 Index Fund (Ticker: NASDX) received the 2020 Refinitiv Lipper Fund Award for Best Fund over ten years in the Large Cap Growth Fund category.
Press Release
Shelton Capital Management Recognized at 2020 Refintiv Lipper Fund Awards
Shelton Capital Management, a multi-strategy asset manager delivering sophisticated investment solutions, announced that its Nasdaq-100 Index Fund (Ticker: NASDX) received the 2020 Refinitiv Lipper Fund Award for Best Fund over ten years in the Large Cap Growth Fund category.
Press Release
Denver Mutual Fund Investment Firms Join Forces
Shelton Capital Management and ICON Advisers, Inc. today announced a planned restructuring of the ICON Funds into a Shelton Capital mutual fund trust. Under the proposed transaction, Shelton Capital Management will serve as the investment advisor to the ICON Funds and ICON Advisers will continue to handle daily investment management as a Sub-Adviser to a streamlined ICON domestic fund lineup.
Press Release
Shelton International Select Equity Fund Receives Morningstar Rating of 5 Stars
Shelton Capital Management announced that the Shelton International Select Equity Fund (SISEX, SISLX) received a Morningstar RatingTM of 5 stars among 614 foreign large blend funds, based on risk-adjusted returns as of July 31, 2019.
Press Release
Shelton Capital Management Merges Tactical Credit Funds
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 [...]
Press Release
Shelton NASDAQ-100 Index Fund Named 2019 Lipper Fund Award Winner
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 [...]
Press Release
Shelton Capital Management Featured in the Denver Business Journal’s Book of Lists
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: [...]
Press Release
Shelton Capital Management Acquires Cedar Ridge Partners
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 [...]
News & Knowledge
Bill Mock’s Insights On Green Bonds
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 [...]
Press Release
Responding To The Changing 401(K) Plan Landscape
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 [...]
Press Release
Shelton Capital Management Responds To Increased Demand By Expanding Options Team
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 [...]
Press Release
Shelton Capital Management Tops $2 Billion In Assets Under Management
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 [...]
Press Release
Shelton Green Alpha Fund Crosses Five-year Threshold
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 [...]