Shelton Enhances Commitment to Sustainable Investing Solutions
A new name for a leading, nearly decade-old green fund and the introduction of an SMA
Denver, December 20, 2022 – Shelton Capital Management (“Shelton”) announced the renaming of its NEXTX/NEXIX fund, the Shelton Sustainable Equity Fund, to match the name of its new institutional-focused Sustainable Equity Separately Managed Account strategy (SMA). Shelton will continue to manage the strategy using its proprietary PRIMETM criteria.
“Our approach to sustainability is focused on five important factors that we believe are critical to the success of our economy, environment and future,” said Dennis Clark, Managing Director of Shelton Capital Management. “As an independent investment management firm, we are relentlessly bringing new investment solutions to the marketplace to strategically grow our business and enhance our slate of investment services. By offering an investor share class (NEXTX), an institutional share class (NEXIX), and an SMA for this strategy, we are providing our partners and advisors with proven solutions to meet the evolving needs of their clients.”
Shelton’s PRIMETM sustainable criteria is defined as follows:
– Principles: Encourage and improve human well-being and personal freedom
– Research: R&D of new technologies that provide for more efficient resource utilization
– Impact: Help scale the above advantages to a broader range of beneficiaries
– Mitigation: Reduce environmental risks and halt or reverse the effects of climate change
– Evolution: Increase economic efficiencies and limit the effects of systematic economic risk
“Whether it’s one of my Columbia University students or a financial advisor, they know we’re invested in the same values and have confidence in our approach to managing risk,” said Dr. Bruce Kahn, Lead Portfolio Manager, Shelton Capital Management. “Shelton’s quantitative risk management tools ensure the sustainable equity strategy delivers on what advisors and clients expect.”
Shelton Sustainable Equity Fund
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 billion of assets as of 9/30/22. For additional information, visit http://sheltoncap.com.
Important Information
Investors should consider a fund’s investment objectives, risks, charges and expenses carefully before investing. The prospectus contains this and other information about the fund. To obtain a prospectus, visit www.sheltoncap.com or call (800) 955-9988. A prospectus should be read carefully before investing.
Fund information is not intended to represent future portfolio composition. Portfolio holdings are subject to change and should not be considered a recommendation to buy individual securities.
The Fund’s environmental focus may limit investment options available to the Fund and may result in lower returns than returns of funds not subject to such investment considerations. There are no assurances that the Fund will achieve its objective and or strategy. Investing in securities of small and medium sized companies, even indirectly, may involve greater volatility than investment in larger and more established companies.
The Shelton Sustainable Equity Fund is 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
720-470-365
