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Shelton Capital Management Selected by Pensions & Investments as a Best Place to Work in Money Management

Amid COVID-19 pandemic, Shelton Capital wins prestigious industry award for its deep commitment to employee well-being and focus on client needs. 

Denver, December 14, 2020 – Shelton Capital Management, a multi-strategy asset manager with more than $3 billion in assets under management (AUM), is honored to be selected as one of the 2020 “Best Places to Work in Money Management.”

Shelton Capital was recognized among firms representing companies with 20 to 49 employees. The award stemmed in part from surveys offered to employees working in the Shelton’s offices in Denver, San Francisco, and Greenwich. The 2020 award was part of Pensions & Investments’ ninth-annual survey and recognition program, which is dedicated to identifying and recognizing the best employers in the money management industry.

 “We are pleased to be recognized by Pensions & Investments for this prestigious industry award. Since 1985, Shelton Capital Management has been committed to maintaining an extraordinary workplace and exceptional talent,” said Steve Rodgers, CEO Shelton Capital Management. “We continue to embody the core values of our founder: growth, authentic client service, professionalism, and compliance.”

The survey results recognize the firm’s commitment to financial wellness, with 97% of its employees participating in its “best-in-class 401(k) plan.” Employees also emphasized the importance of enjoyable social events which continue to help foster a sense of togetherness and strengthen relationships…..

“In this very unusual year, we learned again that employers that consider the overall wellbeing of their employees are regarded well.  The best employers in 2020 are those that have stepped up with policies and practices to support and protect employees’ physical and emotional health, while continuing to keep the focus on clients’ needs,” said P&I Editor Amy B. Resnick.

“Our surveys found that the employers on the list were likely to work hard to sustain their corporate cultures, even during times of pandemic lockdowns and continuing to work from home in many cases.”

Pensions & Investments partnered with Best Companies Group, a research firm specializing in identifying great places to work, to conduct a two-part survey process of employers and their employees.

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 Capital 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 Capital has offices in San Francisco, Denver, and Greenwich, and manages over $2.9 billion of assets as of 9/30/20. For additional information, visit https://sheltoncap.com. https://sheltoncap.com.

About Pensions & Investments

Pensions & Investments, owned by Crain Communications Inc., is the 48-year-old global news source of money management. P&I is written for executives at defined benefit and defined contribution retirement plans, endowments, foundations, and sovereign wealth funds, as well as those at investment management and other investment-related firms. Pensions & Investments provides timely and incisive coverage of events affecting the money management and retirement businesses. Visit us at www.pionline.com

The Best Places to Work in Money Management award honors were the result of a two-part survey of employers and their employees conducted by Best Companies Group. The first part consisted of evaluating each nominated company’s workplace policies, practices, philosophy, systems and demographics. This part of the process was worth approximately 25% of the total evaluation. The second part consisted of an employee survey to measure the employee experience. This part of the process was worth approximately 75% of the total evaluation. The combined scores determined the top companies. For a complete list of the 2020 Pensions & Investments’ Best Places to Work in Money Management winners and write-ups, go to http://www.pionline.com/BPTW2020

Important Information

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.

Media Contact:

Morrison Shafroth

720-470-3653

mo.shafroth@shafroth.com

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Author

  • Carrie Della Flora joined Shelton Capital Management in 2018. Carrie manages the Client Experience team and supports the Director of Advisor Services in on-boarding Financial Advisors to our platform and cultivating these relationships. Her responsibilities also include providing authentic client service to all clients and supporting the responsibilities of the Chief Compliance Officer of our funds’ distributor, RFS Partners LP . Carrie joined Shelton Capital Management with 16 years of industry experience, recently having worked at Matrix Financial Solutions.

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  • person described in FINRA Rule 4512(c), regardless of whether that person has an account with a FINRA member, includes;
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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.

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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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