Literature

Below you will find documents pertaining to all of our investment solutions and information to help maintain your client’s account. Our fund prospectuses provide details about fees, investment objectives, risks of investing and operating policies of our funds. You can view the documents on this page using Adobe Acrobat Reader. If you do not currently have Acrobat Reader, you can get it here.

If you have any questions, please call us directly at (800) 955-9988, so that we can provide you with the appropriate assistance.

Separately Managed Accounts

Investment Solution Fact Sheet ADV Pt 2: Firm Brochure ADV Pt 3: CRS Form
Shelton Equity Income Strategy pdf DL pdf DL pdf DL
Shelton International Select Equity Strategy pdf DL pdf DL pdf DL
Shelton Option Overlay Strategy pdf DL pdf DL pdf DL
Shelton Covered ETF Portfolio Strategy pdf DL pdf DL pdf DL
Shelton Green Fixed Income Strategies pdf DL pdf DL pdf DL

Mutual Funds

Investment Solution Fact Sheet Prospectus Annual Report Semi-Annual Report Statement of Additional Information Q1 Holdings Q3 Holdings
International
Shelton International Select Equity Fund pdf DL pdf DL pdf DL pdf DL pdf DL pdf DL pdf DL
Shelton Emerging Markets Fund pdf DL pdf DL pdf DL pdf DL pdf DL pdf DL pdf DL
Domestic
Shelton Equity Income Fund pdf DL pdf DL pdf DL pdf DL pdf DL pdf DL pdf DL
S&P MidCap Index Fund pdf DL pdf DL pdf DL pdf DL pdf DL pdf DL pdf DL
S&P 500 Index Fund pdf DL pdf DL pdf DL pdf DL pdf DL pdf DL pdf DL
S&P SmallCap Index Fund pdf DL pdf DL pdf DL pdf DL pdf DL pdf DL pdf DL
Nasdaq-100 Index Fund pdf DL pdf DL pdf DL pdf DL pdf DL pdf DL pdf DL
Shelton Green Alpha Fund pdf DL pdf DL pdf DL pdf DL pdf DL pdf DL pdf DL
Fixed Income
Shelton Tactical Credit Fund pdf DL pdf DL pdf DL pdf DL pdf DL pdf DL pdf DL
U.S. Government Securities Fund pdf DL pdf DL pdf DL pdf DL pdf DL pdf DL pdf DL
Green California Tax-Free Income Fund pdf DL pdf DL pdf DL pdf DL pdf DL pdf DL pdf DL
Money Market
U.S. Treasury Trust pdf DL pdf DL pdf DL pdf DL pdf DL pdf DL pdf DL

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