About Steve Rogers

This author has not yet filled in any details.
So far Steve Rogers has created 236 blog entries.

April 2024

Shelton Tactical Credit Fund Receives Best Mutual Funds Award

2024-07-01T16:45:20-06:00April 10th, 2024|

Shelton Capital Management (“Shelton”), a multi-strategy asset manager with more than $5 billion in assets under management, is pleased to announce that the Shelton Tactical Credit Fund (DEBIX, DEBTX) has been selected by Investor’s Business Daily as one of the Best U.S. Taxable Bond Funds for 2024.

Read More

March 2024

Three Covered Calls To Consider For Your Portfolio: Barry Martin, CFA Joins BNN Bloomberg

2024-04-01T09:07:33-06:00March 29th, 2024|

The 60/40 balanced portfolio that worked in the past cannot keep up with the rapidly evolving market environment, and covered call funds can have lower risk than an all-equity portfolio, says Barry Martin, lead portfolio manager of the Shelton Equity Income Fund (EQTIX).

Read More
Privacy Policy
Literature files are in .pdf format, and will need Adobe Reader® for viewing.
If you do not have Adobe Reader installed, you can download a free install here: Download Adobe Reader.

© 2024 Shelton Capital Management | All Rights Reserved | 800-955-9988 | info@sheltoncap.com

Adobe and Adobe Reader are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States and / or other countries.

Shelton Funds are distributed by RFS Partners, a member of FINRA and affiliate of Shelton Capital Management.

Research our firm with FINRA's BrokerCheck.

Important Terms and Conditions

The information contained in this section of Shelton Capital Management’s website is intended for use by Institutional Investors in the United States only. It is not intended for use by non-U.S. entities or retail investors. "Institutional Investor" means any:

  • person described in FINRA Rule 4512(c), regardless of whether that person has an account with a FINRA member, includes;
  • a bank, savings and loan association, insurance company or registered investment company;
  • an investment adviser registered either with the SEC under Section 203 of the Investment Advisers Act or with a state securities commission (or any agency or office performing like functions) or;
  • any other person (whether a natural person, corporation, partnership, trust or otherwise) with total assets of at least $50 million;
  • governmental entity or subdivision thereof; employee benefit plan that meets the requirements of Section 403(b) or Section 457 of the Internal Revenue Code and has at least 100 participants, but does not include any participant of such a plan;
  • qualified plan, as defined in Section 3(a)(12)(C) of the Act, that has at least 100 participants, but does not include any participant of such a plan; FINRA member or registered associated person of such a member; and, person acting solely on behalf of any institutional investor.

By closing this window and entering the website, you expressly acknowledge that you have checked and confirmed that you are accessing this site from the United States for purposes of acquiring information as an Institutional Investor as defined above.

Decline

shim




							

						  















































































				
				







		


			

		
			Go to Top