Welcome to Shelton Capital Management
We are a multi-strategy asset manager delivering sophisticated investment solutions.
About Shelton®
We are honored to have been serving investors for over 30 years. Our founder, Richard Shelton, started the firm in 1985 originally focusing on municipal bond investing. As of September 30, 2024, our firm has grown to manage over $5.5 billion in assets in mutual fund format and separately managed accounts. Download Form CRS.
We manage a range of assets including U.S. equity strategies, international equity strategies, fixed income strategies, ESG strategies and specialty classes.
Our Firm
Our ambition as investment managers is to identify high-quality assets, both in the market and in the workforce. Our team of investment and client experience professionals are committed to a high level of investment expertise, superior academic achievement and an unwavering commitment to business ethics.
Investment Solutions
Shelton Capital Management offers active and passive investment strategies. Research supports a passive approach in efficient markets where consistent outperformance to the benchmark is very unusual. Shelton Capital Management also offers active investment strategies in markets and asset classes where delivering alpha and risk considerations are important.
Active Strategies
Passive Strategies
Capital Appreciation
Shelton NASDAQ-100 Fund
S&P 500 Index Fund
S&P MidCap Index Fund
S&P SmallCap Index Fund
Insights and News
We are proud to provide thought leadership within the investment community. Our Portfolio Managers consistently add their insight to the newsroom through our pillars of knowledge, experience and focus.
Derek Izuel, CFA Joins Chuck Jaffe on Money Life Podcast
Chief Investment Officer Derek Izuel recently joined the Money Life podcast to discuss international methodology and the outlook for emerging markets.
Weekly Fixed Income Commentary – November 21
November 21, 2024 - Read the Fixed Income Team's weekly commentary as they touch on economics, corporate bonds, and municipal bonds.
Portfolio Manager Barry Martin, CFA Joins Animal Spirits Podcast
Portfolio Manager Barry Martin, CFA recently joined the Animal Spirits podcast to discuss the rise in options strategies, his methodology, and much more.
Re-examine your international allocation with a fund comparison.
Take advantage of this opportunity today to see how your international fund compares against the Shelton International Select Equity Fund. You can always contact us directly, too.
