SEPARATELY MANAGED ACCOUNTS
Equity Income Strategy
The Shelton Equity Income Strategy serves as a “core equity” strategy within an overall asset allocation program. Shelton Capital selects a diversified portfolio of large cap blue-chip equities, all of which are selected based on in-depth fundamental analysis. Portfolio sector weightings are designed to be similar to those of the S&P 500, to avoid sector concentrations. The number of stocks held per portfolio is influenced by the need to own a minimum of 100 shares per position, to efficiently match underlying stocks and call options.
By completing an Investor Profile Questionnaire with the help of a financial advisor, the strategy is flexible to deliver on a client’s preferences. No investment strategy is without risk. Upside potential is limited and the estimated yield target may not be met.
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.