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, 2022, our firm has grown to manage over $3.8 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.