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 June 30, 2024, our firm has grown to manage over $5.3 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.
Weekly Fixed Income Commentary – August 29
August 29, 2024 - Read the Fixed Income Team's weekly commentary as they touch on economics, corporate bonds, and municipal bonds.
Business Needs to Wake Up to the Reality of GHG Emissions Reporting
The U.S. Securities & Exchange Commission (SEC) published its final rule on climate-related disclosure by publicly-traded companies in March of this year.
Portfolio Manager Jeffrey Rosenkranz Speaks with GOBankingRates on Potential Emergency Fed Rate Cuts
As Jeffrey A. Rosenkranz, Portfolio Manager noted, "An emergency cut would provide little immediate relief for consumers but would, in such a circumstance, “help avoid the wealth destruction that would come with a big correction in stocks or the housing market."
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.
