Shelton Retirement Plan Services
Shelton Retirement Plan Services offers bundled work place retirement plans to small businesses and not-for-profit organizations. We offer affordable, innovative investment options and personalized service to Plan Sponsors, Advisors and Plan Participants.
Shelton Capital Management has maintained time-tested investment principles for more than a quarter century. For more information on our mutual funds and separately managed account strategies, download and read our brochure.
GREEN BOND PORTFOLIO MANAGEMENT
We offer an intermediate-term taxable bond strategy and short- and intermediate-term tax-exempt strategies for national and state-specific portfolios for residents of states with high personal income tax rates. In addition, our Portfolio Managers specialize in the integration of bond investing with responsible, green investment principles.
Shelton Capital Management’s investment philosophy for managing fixed income securities is focused on income reliability and capital preservation. This particular strategy is implemented as a separately managed municipal bond account and is a private, actively managed portfolio of municipal bonds.
Keep up with Shelton
Stay up to date with Shelton in the news. In our newsroom we post articles relating to Shelton Capital Management and the progress of our funds. We invite you to join us in monitoring the financial landscape and Shelton's place in them through the publications posted here.
shelton welcomes acuity capital and rivington team
A message from Steve Rogers, CEO:
Shelton Capital Management is delighted to announce the upcoming addition of portfolio managers from Acuity Capital and Rivington to our investment team. These teams will continue to manage their portfolios with the same rigor and discipline they have to date for their clients, but will soon do so as part of Shelton Capital Management, a 30-year-old, multi-strategy investment manager seeking to deliver attractive risk-adjusted performance alongside authentic client service.
As our firm expands, we are as committed to delivering solid investment performance and personalized service today as we were when Dick Shelton founded the firm more than a quarter century ago.