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Shelton Capital Management Crosses $3 Billion in Assets Under Management

Denver, August 26, 2020 – Shelton Capital Management, a multi-strategy investment manager, today announced that assets under management (AUM) in its suite of mutual funds and separately managed accounts have exceeded $3 billion.

Reaching this significant milestone reflects strong investment performance by Shelton Capital Management’s team of skilled portfolio managers, expanded investor interest in its diversified investment line-up, and an aggressive acquisition strategy that is designed to improve the financial performance of partner firms.

“We’re thrilled with this achievement and grateful for the client and shareholder support that has been instrumental in helping Shelton Capital Management triple AUM in less than six years,” said Steve Rogers, CEO of Shelton Capital Management. “It’s a testament to the strength of the team and our commitment to helping advisors and their clients manage uncertain markets and achieve their investment objectives.”

Shelton Capital Management offers a wide selection of specialized mutual funds and separately managed accounts. Investment solutions include fixed income and option overlay strategies, international and sustainable investments, as well as diversified mutual fund offerings across a broad spectrum of asset classes. Several funds received an Overall Morningstar RatingTM 4 or 5 stars, as of 7/31/20, including:

Overall Morningstar Rating of 5 Stars

  • Shelton International Select Equity Fund (SISLX)
  • Shelton Nasdaq-100 Index (NASDX)

Overall Morningstar Rating of 4 Stars

  • Shelton Core Value Fund (EQTIX)
  • Shelton S&P 500 Index (SPFIX)
  • S&P SmallCap Index Fund (SMCIX)

About Shelton Capital Management

Shelton Capital Management is a multi-strategy asset manager with fund administration and digital marketing expertise.  With a determined focus on growth, Shelton is active in acquisitions and fund consolidations. Shelton Capital Management has expertise in mutual fund and separately managed account advisor mergers and has completed seven transactions with the goal of improving the financial and economic performance of partner firms. Shelton has offices in San Francisco, Denver and Greenwich, and manages over $3 billion of assets as of 8/25/20. For additional information, visit https://sheltoncap.com.

Important Information

It is possible to lose money by investing in a fund. Past performance does not guarantee future results. Investors should consider a fund’s investment objectives, risks, charges and expenses carefully before investing. The prospectus contains this and other information about the fund. To obtain a prospectus, visit www.sheltoncap.com  or call (800) 955-9988. A prospectus should be read carefully before investing.

Distributed by RFS Partners, a member of FINRA and affiliate of Shelton Capital Management.

INVESTMENTS ARE NOT FDIC INSURED OR BANK GUARANTEED AND MAY LOSE VALUE.

© 2020 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. https://www.sheltoncap.com/morningstar/

Author

  • Steve Rogers is the Chief Executive Officer and Portfolio Manager at Shelton Capital Management. Steve has over 30 years of experience and joined Shelton Capital in 1993. He earned an MBA from the University of California, Berkeley and a B.A. from the University of Iowa.

     

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For Financial Professionals

The information contained in this section of Shelton Capital Management’s website is intended for use by Institutional Investors in the United States only. It is not intended for use by non-U.S. entities or retail investors. "Institutional Investor" means any:

  • person described in FINRA Rule 4512(c), regardless of whether that person has an account with a FINRA member, includes;
  • a bank, savings and loan association, insurance company or registered investment company;
  • an investment adviser registered either with the SEC under Section 203 of the Investment Advisers Act or with a state securities commission (or any agency or office performing like functions) or;
  • any other person (whether a natural person, corporation, partnership, trust or otherwise) with total assets of at least $50 million;
  • governmental entity or subdivision thereof; employee benefit plan that meets the requirements of Section 403(b) or Section 457 of the Internal Revenue Code and has at least 100 participants, but does not include any participant of such a plan;
  • qualified plan, as defined in Section 3(a)(12)(C) of the Act, that has at least 100 participants, but does not include any participant of such a plan; FINRA member or registered associated person of such a member; and, person acting solely on behalf of any institutional investor.

By closing this window and entering the website, you expressly acknowledge that you have checked and confirmed that you are accessing this site from the United States for purposes of acquiring information as an Institutional Investor as defined above.

For Institutions and Consultants

The information contained in this section of Shelton Capital Management’s website is intended for use by Institutional Investors in the United States only. It is not intended for use by non-U.S. entities or retail investors. "Institutional Investor" means any:

  • person described in FINRA Rule 4512(c), regardless of whether that person has an account with a FINRA member, includes;
  • a bank, savings and loan association, insurance company or registered investment company;
  • an investment adviser registered either with the SEC under Section 203 of the Investment Advisers Act or with a state securities commission (or any agency or office performing like functions) or;
  • any other person (whether a natural person, corporation, partnership, trust or otherwise) with total assets of at least $50 million;
  • governmental entity or subdivision thereof; employee benefit plan that meets the requirements of Section 403(b) or Section 457 of the Internal Revenue Code and has at least 100 participants, but does not include any participant of such a plan;
  • qualified plan, as defined in Section 3(a)(12)(C) of the Act, that has at least 100 participants, but does not include any participant of such a plan; FINRA member or registered associated person of such a member; and, person acting solely on behalf of any institutional investor.

By closing this window and entering the website, you expressly acknowledge that you have checked and confirmed that you are accessing this site from the United States for purposes of acquiring information as an Institutional Investor as defined above.

Important Terms And Conditions

The information contained in this section of Shelton Capital Management’s website is intended for use by individual investors in the United States only. It is not intended for use by any person or entity in any jurisdiction where such use would be contrary to applicable law or regulation. For purposes of this section, an "individual investor" means a retail investor. Under Shelton Capital Management’s retail/institutional guidance, retail investors include prospective investors who invest in Shelton funds directly and all current fund shareholders. Under FINRA’s retail communication framework, a retail investor includes any person other than an institutional investor, regardless of whether that person maintains an account with the firm.

By accessing this website you acknowledge and represent that:

  • you are located in the United States;
  • you are accessing this website for purposes of obtaining information as an individual investor as defined above; and
  • you are permitted under applicable laws and regulations to access the information contained herein.

Before investing, investors should carefully consider the investment objectives, risks, charges, and expenses of any fund. This and other important information can be found in the prospectus and summary prospectus, which should be read carefully before investing. To obtain a prospectus, visit sheltoncap.com/literature, or call (800) 955-9988.

All investments involve risk, including possible loss of principal. Past performance does not guarantee future results. Shelton Funds are distributed by RFS Partners, a member of FINRA and affiliate of Shelton Capital Management. Investments are not FDIC insured, are not bank guaranteed, and may lose value.

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