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Thought Leadership

INDUSTRY VETERAN JOINS SHELTON CAPITAL MANAGEMENT

January 5, 2018

Newest member of Sales & Marketing team enhances commitment to Advisor community

January 4, 2018 - Shelton Capital Management today announced that Chad Wickliffe has joined the firm as Director of the Eastern Division.  Based in the Greenwich, Connecticut office, Chad will be responsible for marketing, sales and strategic initiatives at the firm.

Chad has nearly 20 years of experience in the financial services industry. Before joining Shelton Capital Management, Chad held similar positions at Morgan Stanley, Merrill Lynch and JP Morgan.  Chad earned a Bachelor of Science degree from Marist College in Poughkeepsie, New York and currently holds FINRA Series 7, 66, 30 and 31 registrations.

“Chad’s background and experience is a great fit given Shelton Capital Management’s focus on serving the professional advisor.  With the recent addition of sophisticated investment solutions and talented sales professionals, our firm is well positioned to compete for allocations in portfolios recommended by advisors to their clients,” said Managing Director, Dennis Clark.

For additional information on these or any of the firm’s investment solutions, please contact Shelton Capital Management at (800) 955-9938 or visit the website at http://sheltoncap.com.

 

Shelton Capital Management is a multi-strategy asset manager offering investment solutions including mutual funds and separate accounts to the clients of wealth managers, the retirement plan market, and individual investors.  Founded in 1985, Shelton Capital Management has maintained consistent investment principles and a steadfast focus on authentic customer service. With offices in San Francisco, Denver and Greenwich, CT, Shelton Capital Management manages over $1.93 billion in client assets as of 9/15/17.  For additional information, please visit http://sheltoncap.com or call (800) 955-9938.  

Mutual funds are offered through RFS Partners, a member of FINRA and an affiliate of Shelton Capital Management. 

Investors should carefully consider a funds investment objectives, risks, charges and expenses before investing.  The prospectus contains this and other information about a fund. To obtain a prospectus, visit www.sheltoncap.com or call (800) 955-9988.  A prospectus should be read carefully before investing.  There are no assurances that a fund will achieve its objective and /or strategy. Investments are not FDIC insured or bank guaranteed and may lose value.