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 March 31, 2025, our firm has grown to manage over $5.4 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.
The Short of Nasdaq-100© Products in 401(k) Plan Offerings
Despite strong interest from 401(k) plan participants in Nasdaq-100 investment options, few plans include them today.
Unlocking the Growth Potential of NASDX: Insights from Steve Rogers on Nasdaq 100 Strategies
Nasdaq-100-based products, like Shelton Capital Management's index fund, NASDX, can be a part of investors' portfolios as a large-cap growth strategy. This includes the institutional share class, NQQQX, surfacing as a new investment option in 401(k) plans
Portfolio Manager Nick Griebenow Joins Schwab Network with Alex Coffey
Portfolio Manager Nick Griebenow, in a conversation with Schwab Network, explains how options can be used to enhance portfolio performance and reduce volatility
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At Shelton Capital Management, partnership is the essence of our work. We are committed to research and responsibility to ensure that you are informed with the latest industry insights, thought-leadership, and commentaries.
