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Happy 401(k) Day!

Carrie Della Flora, Shelton Capital Management Client Experience Manager, Featured on ColoradoBiz Magazine

In response to the 940,000 Colorado private-sector workers that lack access to an employer-sponsored retirement savings plan, the Colorado SecureSavings Program will allow those who need it the most to access this essential benefit.  A retirement savings benefit is proven to increase the likelihood that employees consider saving. Additionally, access to educational resources and employer support creates the opportunity for those that do not traditionally invest to understand the true value it could bring to securing their financial futures.

Read the whole article here:

Happy 401(k) day!

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It is possible to lose money by investing in a fund. Past performance does not guarantee future results. Any projections or other forward looking statements regarding future events or performance of markets, companies, or otherwise are not necessarily indicative or differ from, actual events or 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.

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

Authors

  • Josh Fudge joined Shelton Capital Management in 2019.  He is a member of the Advisory Services Team with a focused responsibility on sales and marketing initiatives.

    Prior to joining Shelton Capital Management, Josh held various roles in the investment industry most recently with RBC Wealth Management where he was responsible for investment analysis and client growth. The majority of Josh’s career has been focused on sales and distribution as a Director with WHV Investments, a VP at SteelPath/OppenheimerFunds, and various positions at Janus Capital Group. Away from work he enjoys skiing, hiking, and spending time outdoors with his wife, three children, and their dog Bailey.

    Josh is a graduate of Miami University (Oxford, OH).

  • 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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Josh Fudge
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