November 2023

Industry Veterans Laura Bevill and Jason Shidler Join Shelton Capital Management

2023-12-04T09:05:47-07:00November 28th, 2023|

Shelton Capital Management today announced that Laura Bevill and Jason Shidler have joined the firm to manage and grow the invaluable relationships Shelton Capital has with wealth managers, independent financial advisors, investment consultants, and other financial service providers.

Now Might Be a Good Time to Think About a Managed Option Strategy

2023-12-04T09:07:26-07:00November 20th, 2023|

There’s a reason, investors and their advisors pushed over $26 billion into the now-$65-billion derivative income Morningstar Category in the last 12 months. Simply put, covered call strategies, which by definition sell away a degree of upside, tend to outperform in troubled times, like those we might expect as we enter 2024, although of course results may vary.

Shelton Equity Income Fund Receives Morningstar Rating Of 5 Stars

2024-09-11T10:04:41-06:00November 9th, 2023|

Denver, November 9, 2023 – Shelton Capital Management (“Shelton”), a multi-strategy asset manager with more than $4 billion in assets under management, is pleased to announce that the Shelton Equity Income Fund (EQTIX) received a Morningstar RatingTM of 5 stars among 82 Derivative Income funds, based on risk-adjusted returns as of October 31, 2023.

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