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 | Form ADV Part 2: Firm Brochure |
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| Shelton Equity Income Strategy |  |
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| Shelton Option Overlay Strategy | |
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| Shelton Covered ETF Portfolio Strategy | |
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| Shelton Green Fixed Income Strategies | |
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Mutual Funds
| Investment Solution | Fact Sheet | Prospectus | Annual Report | Semi-Annual Report | Statement of Additional Information |
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| International | |||||
| Shelton International Select Equity Fund | |
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| Domestic | |||||
| Shelton Core Value Fund | |
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| S&P Midcap Index Fund | |
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| S&P 500 Index Fund | |
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| S&P SmallCap Index Fund | |
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| Nasdaq-100 Index Fund | |
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| Shelton Green Alpha Fund | |
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| Shelton Real Estate Income Fund | |
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| Shelton BDC Income Fund | |
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| Fixed Income | |||||
| Shelton Tactical Credit Fund | |
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| U.S. Government Securities Fund | |
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| Green California Tax-Free Income Fund | |
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| U.S. Treasury Trust | |
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