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About Shelton Capital Management


Shelton Capital Management is proud to have been serving investors for over 25 years. Our founder Richard Shelton founded the firm in 1985 originally focused on municipal bond investing; however, as of September 15, 2016, our firm has grown to manage over $1.93 billion in both equity and fixed income mutual funds as well as separately managed accounts.

Leveraging its long history of managing portfolios for the high net worth investor, the company embodies the core values of its founder. We believe that is what makes us different. We understand that our job is both personal and important to our clients. While we are focused on working with trusted advisors that serve the high-net-worth (HNW) investor, our legacy is in serving the individual investor. Because of our history, we know what it means to 'sit across the table' from those who have entrusted us to manage their financial affairs.

Shelton Capital Management is a dba for CCM Partners, which has served as the investment advisor and administrator to the Shelton Funds since 1985.