Shelton Capital Management Expands Distribution Capabilities
Denver, September 8, 2022 – Shelton Capital Management (“Shelton”) has partnered with SMArtX Advisory Solutions to distribute strategies through SMArtX’s turnkey asset management platform. This relationship brings Shelton’s expertise in option strategies and portfolio management to SMArtX’s award-winning technology platform and growing advisor clientele.
The Shelton Equity Income Strategy is the first of Shelton’s solutions to be available on the SMArtX Platform. The strategy seeks to increase cash flow and reduce overall volatility by building a portfolio of carefully selected US stocks and writing covered calls on the stocks held in the portfolio. The Equity Income Strategy’s cash flow target is between 6-9% annually, including dividends.
“We are thrilled to partner with SMArtX Advisory Solutions,” said Barry Martin, Portfolio Manager of the Shelton Equity Income Strategy. “In this market, income investors need an edge to overcome economic and interest rate headwinds. Our approach to generating a high level of income and capital appreciation has consistently delivered a stream of income for our investors. We believe our strategy is repeatable throughout market and interest rate cycles and provides a compelling solution to the problem of rising rates and market volatility for income investors,” said Martin.
“We are excited to expand the diverse selection of investment strategies available to our clients and provide asset managers with a new and distinct way to scale distribution,” said Evan Rapoport, CEO of SMArtX. “We look forward to working with Shelton Capital to provide our clients with a unique covered call strategy.”
“The inclusion of Shelton’s Equity Income Strategy on the SMArtX Platform positions the firm to accelerate its path of significant recent growth. Shelton has attained an average growth rate of roughly 20% per year for the last 10 years and we are looking to continue our special growth story,” said Dennis Clark, Managing Director at Shelton Capital Management.
About Shelton Capital Management
Shelton Capital Management is a multi-strategy asset manager with fund administration and digital marketing expertise. With a determined focus on growth, Shelton is active in acquisitions and fund consolidations. Shelton Capital Management has expertise in mutual fund and separately managed account advisor mergers and has completed numerous transactions with the goal of improving the financial and economic performance of partner firms. Shelton manages over $3.2 billion of assets as of 6/30/2022. For additional information, visit http://sheltoncap.com.
About SMArtX Advisory Solutions
SMArtX Advisory Solutions is an award-winning managed accounts technology provider and manages SMArtX, a turnkey asset management platform (‘TAMP’). SMArtX’s API-first, cloud-native technology operates within a modular, micro-services architecture, providing clients a tailored solution catered to their unique specifications. SMArtX is available as an off-the-shelf TAMP for advisors seeking wider selection of investment product and ease of use, while automating the investment processes and simplifying the everyday tasks of managing client accounts. SMArtX also licenses its proprietary technology to enterprise firms looking to create, customize, or upgrade their existing managed accounts technology as a standalone or fully integrated solution. SMArtX is the managed account technology and TAMP platform of choice for multiple RIAs, broker-dealers, and asset managers. Learn more at www.smartxadvisory.com
Important Information
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).
It is possible to lose money by investing in a strategy. Past performance does not guarantee future results. Any projections or other forward-looking statements regarding future events or performance of markets, companies, or otherwise are not necessarily indicative or differ from, actual events or results.
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 option strategies. There are management fees and other charges associated with the Shelton Separately Managed Account programs.
Investments in derivatives may be risker than other types of investments. They may be more sensitive to changes in economic or market conditions than other types of investments. Many derivatives create leverage, which could lead to greater volatility and losses that significantly exceed the original investment. Positions in equity options can reduce equity market risk, but can limit the opportunity to profit from an increase in the market value of stocks in exchange for upfront cash as the time of selling the call option.
Distributed by RFS Partners, a member of FINRA and affiliate of Shelton Capital Management.
INVESTMENTS ARE NOT FDIC INSURED OR BANK GUARANTEED AND MAY LOSE VALUE.
Media Contact:
Morrison Shafroth
720-470-3653
