INVEST DIRECTLY WITH US

We've made direct investing simple. We can accommodate most any type of account such as an IRA Rollover, Joint Account, a Custody Account for a Minor, or Trust Accounts. If you are looking for a 401k Account, please click here. To invest directly with Shelton Capital Management, or for any questions, please call us at (800) 955-9988. 

By Phone

If you need help in opening a new account, please call us at (800) 955-9988. If you call us between the hours of 7 am and 5 pm Pacific Time, we'll answer your call in two rings. Give us the two-ring challenge today.

By Mail

Download the Account Application and Prospectus. Payment and completed applications may be mailed to the addresses below:

Regular and Overnight Mailing Address:
Shelton Capital Management
44 Montgomery St, Ste 2100
San Francisco, CA 94104

Invest through a brokerage firm

Our funds are available at most major brokerage firms and mutual fund platforms such as TD Ameritrade, Schwab and Fidelity.

Consult with an advisor

We understand and appreciate the value of a trusted advisor. Our multiple share-class funds are made available by advisors across the country – ask your advisor about Shelton Capital Management.

Related Documents

Shelton Brochure 

Shelton Capital Management has maintained time-tested investment principles for more than a quarter century. For more information on our funds and Optima separately managed account strategies, download and read our new brochure. 

Two-Ring Guarantee

Although we've grown significantly since the early years, we still answer every call within two rings, whether from a potential customer, an investor, or an advisor. We value our clients' time, and believe that in-person communication is the foundation of a good customer experience.