Industry Veterans Laura Bevill and Jason Shidler Join Shelton Capital Management

Shelton Capital Management today announced that Laura Bevill and Jason Shidler have joined the firm to manage and grow the invaluable relationships Shelton Capital has with wealth managers, independent financial advisors, investment consultants, and other financial service providers.

2023-12-04T09:05:47-07:00November 28th, 2023|

Now Might Be a Good Time to Think About a Managed Option Strategy

There’s a reason, investors and their advisors pushed over $26 billion into the now-$65-billion derivative income Morningstar Category in the last 12 months. Simply put, covered call strategies, which by definition sell away a degree of upside, tend to outperform in troubled times, like those we might expect as we enter 2024, although of course results may vary.

2023-12-04T09:07:26-07:00November 20th, 2023|

Shelton Equity Income Fund Receives Morningstar Rating Of 5 Stars

Denver, November 9, 2023 – Shelton Capital Management (“Shelton”), a multi-strategy asset manager with more than $4 billion in assets under management, is pleased to announce that the Shelton Equity Income Fund (EQTIX) received a Morningstar RatingTM of 5 stars among 82 Derivative Income funds, based on risk-adjusted returns as of October 31, 2023.

2024-09-11T10:04:41-06:00November 9th, 2023|
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