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SEPARATELY MANAGED ACCOUNTS

Diversified ETF Strategy

The Shelton Diversified ETF Strategy is designed for investors who are looking for a total portfolio solution with full asset class representation using a comprehensive mix of ETFs. The mix of asset classes in the underlying portfolio – including U.S. stocks, international stocks, bonds, commodities and real estate – varies with the risk tolerance and model chosen for each investor. The portfolio manager will write, or sell, call options on most or all positions with an objective of generating portfolio income averaging 4-8% over time. No investment strategy is without risk. Upside potential is limited and the estimated yield target may not be met.

 

Disclosures

There are management fees and other charges associated with the Shelton Separately Managed Account programs.

Options involve risk and are not suitable for everyone. Prior to buying or selling an option, your client must receive a copy of CHARACTERISTICS AND RISKS OF STANDARDIZED OPTIONS. Copies of this document may be obtained from any exchange on which options are traded or by contacting The Options Clearing Corporation, One North Wacker Dr., Suite 500, Chicago, IL 60606 (1-800-678-4667).

Any strategies discussed, including examples using actual securities’ price data, are strictly for illustrative and educational purposes only and are not to be construed as an endorsement or recommendation to buy or sell securities. You should review transaction costs, margin requirements and tax considerations with a tax advisor before entering into any options strategy.