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NEWSROOM

A NEW HOME FOR SHELTON CAPITAL MANAGEMENT

Our new name harkens back to our beginnings yet represents our future as a growing firm offering an expanded choice of investment solutions. 

Rest assured that our investment professionals, our client service team and what we stand for has not changed. The investment products managed under the California Investment Trust name are now known as Shelton Capital Management—California Investment Trust name will come to exclusively represent our Retirement Plan Group.

A Timely Approach

Optima Covered Call Writing Strategies

The conservative use of options in a Separately Managed Account (SMA) can offer much to deliver an income stream and to reduce the overall volatility of a stock holding or portfolio. 

Shelton Capital Management has the experience and track record of executing strategies that utilize the benefits of covered call writing to seek incremental income on a single stock or in a diversified equity portfolio.

Learn More

Fund Highlight

Greater China Fund

In recent years, development in China and the growth of the Chinese economy have given it a position of prominence on the global economic map. 

The Shelton Greater China Fund invests in Chinese companies listed on exchanges in Taiwan, Hong Kong, and the Chinese mainland that will benefit from economic growth in Greater China.

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November 07, 2011

An Enduring Quality

The California Investment Equity Income Fund favors long-term success stories. Why it likes McDonald's and ConocoPhillips.

Steve Rogers thinks the best defense for high volatility is high quality. Rogers, 45, is the chief executive officer of California Investment Trust and portfolio manager of the $148 million California Investment Equity Income Direct Fund (ticker: EQTIX), aimed at institutional investors.