Investment Solutions2023-10-13T14:05:00-06:00

Option Strategies

Strategies for clients’ seeking to manage risk and generate cash flow with options. Potential to profit from trading underlying securities through puts and covered calls.

Fixed Income Strategies

At Shelton Capital Management we actively manage fixed income portfolios which seek to generate total investment return and income, focused on the US high-yield and investment grade taxable and tax-exempt bond markets.

We employ a thorough top-down and bottom-up research approach. We believe that actively managing fixed income today requires us to have soundly developed views of economic and business cycles as well as interest rate and credit cycles. Our unique approach to portfolio construction aims to generate differentiated above-market returns that are uncorrelated to market benchmarks.

We are also skilled in ESG and impact investing in the US fixed income markets and believe utilizing ESG factors in fixed income investing is likely to generate unique uncorrelated returns and may help create desired social impact objectives.

Learn more about our funds and strategies that consider environmental and impact investing approaches.

International Strategies

In an expanding global marketplace, high-quality companies and investment opportunities are scattered far across the world. Shelton Capital Management finds those opportunities and offers U.S investors international exposure in a concentrated portfolio through the Shelton International Select Equity Fund, separately managed accounts (SMAs) and the Shelton Emerging Markets Fund.

ESG Strategies

At Shelton Capital Management we actively manage investments for clients seeking an environmental, green or sustainable focus.

Fixed Income Allocations:

  • Green California Tax-Free Income Fund (CFNTX)
  • Green Municipal Bond Portfolio Strategies and we can create customized portfolios (Fixed Income SMAs)
    • Specific state options including California or New York

Contact Us For More Information

We have a team of professionals dedicated to supporting the needs of our advisor clients. Request to consult with a Portfolio Manager and your Director of Advisor Services to learn more about how we can help you meet your clients’ needs.

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