What Shelton® Does

We believe an individual investor’s best chance of accomplishing financial goals is to work with a professional advisor.

We make high quality investment solutions available to help you meet the unique needs of your clients.  We welcome you to consider our breadth of product offerings and customizable solutions.

If you’re seeking an environmental solution, consider Shelton Green Alpha Fund (NEXTX), Green California Tax-Free Income Fund (CFNTX), Green Municipal Bond Fund Strategies or our International equity solutions.

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What makes us different?

Our ambition as investment managers is to identify high-quality assets, both in the market and in the workforce. We’re proud of our team of investment and client experience professionals. All are committed to superior academic achievement, an unwavering commitment to business ethics and high-level investment expertise. As a group, we’re committed to maximizing the wealth of our clients and giving them the best service in the industry.

Leveraging our history of managing portfolios for the high net worth (HNW) investor, we embody the core values of our founder, Richard Shelton. Our core values are commitment to growth, delivering authentic client service, and adhering to the highest level of professionalism. We understand that our job is both personal and important to our clients.

Our Team

Executive Committee

Advisor Services Team

Portfolio Management Team

Human Resources, Investment Operations and Trading Team

Client Services Team

Marketing Team

Shelton Academy