About SHELTON
IN THE WORLD OF INVESTING, EXPERIENCE COUNTS
A new name for a company that has been serving investors for over 25 years, Shelton Capital Management is named in honor of Richard Shelton, who founded the firm in 1985 under the name California Investment Trust. As of October 31, 2011, the company manages approximately $900 million in a number of mutual funds and 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. And 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 recently announced dba for CCM Partners, which has served as the investment advisor and administrator to the California Investment Trust since 1985. The Shelton Greater China Fund will be a part of the newly-named Shelton Capital Trust.
