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Thought Leadership

Shelton Capital Management expands into Denver as assets under management surpass $1 billion

September 15, 2014

Denver, CO - September 15, 2014 — Founded in San Francisco in 1985, Shelton Capital Management announced today that it recently opened a new office in downtown Denver located in Independence Plaza.  The firm manages 12 mutual funds and several separate account strategies for client and advisors nationwide.

The announcement comes as the firm is experiencing both strong performance in its portfolios and growth in its business.  “Shelton Capital’s strong, steady growth made the decision to expand our footprint into Denver an easy one,” says Steve Rogers, the firm’s CEO and now a resident of Denver. “The financial services talent pool for which we can hire from as we build our team is exceptional and for our existing employees, Denver is a great place to live and work”.

Shelton Capital Management was founded in San Francisco in 1985 and today manages over $1 billion in client assets.  While much of the Portfolio Management team will remain in San Francisco, the operations and client service functions will be based in Denver. “Denver offers a strong platform for developing deeper relationships with our current and prospective clients throughout the country. We're excited to grow our business and expand our professional staff here in Denver,” Rogers says.

About Shelton Capital Management
Shelton Capital Management, founded in 1985, is the investment advisor to the Shelton Funds, a family of low-cost, no-load mutual funds, as well as to separately managed portfolios. Shelton Capital Management manages $1.033 billion in assets as of March 31, 2014. Please visit us at www.sheltoncap.com.