Fri: 8am-4pm MT
Welcome to Shelton Capital Management
Shelton is an award-winning, multi-strategy boutique asset manager founded in 1985. We offer tailored solutions to investors including mutual funds, ETFs, and SMAs. Our investment professionals combine deep research and disciplined decision-making designed to uncover opportunity and manage risk. We are the responsive, accessible partner you want by your side. As of April 30, 2026, our firm has grown to manage over $7 billion in assets. Download Form CRS.
Shelton continues to earn industry recognition for its outstanding investment performance. Over the decades, we’ve collected a multitude of awards from established sources such as Morningstar, Lipper, Forbes Advisor, and Pension & Investments. From performance to workplace culture, Shelton is proud to represent the standard of excellence in the industry.
Expertise Shaped By Experience
Investors who work with Shelton have access to the people behind the strategies, bringing clarity, continuity, and confidence to client conversations.
Direct access to an authentic client service team.
More focused decision-making.
Institutional-caliber strategies.
Independent and privately held for more than 40 years.
Investments We Offer
Solutions tailored to your needs
We offer a breadth of mutual funds and product offerings to help clients meet their financial goals. We invite you to learn more about our selection from U.S. equity mutual funds, international mutual funds, to bond mutual funds.
Guided by Values
Market Mastery
Client needs are rarely one-size-fits-all. Our process is hands-on, with ideas tested, debated, and refined in real time.
Accessibility
Shelton’s boutique structure supports direct access, open communication, and a more connected client experience.
Foresight
We fuse decades of experience with strategic and innovative thinking, anticipating the needs of future generations and building long-term solutions to support them.
In The News
Explore market commentary, firm updates, and practical insights designed to help investors stay informed and connected to their financial goals.
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Invest with us. Let’s get started.
Questions? Call 800-955-9988 to speak with a representative about opening an account or about our funds.
