Investment-first retirement solutions from people who know your name.
Our retirement solution takes an investment-first approach.
Shelton Capital Management offers over 40 years of investment management expertise. We are dedicated to your plan at the highest level of care as a 3(38) investment manager so you can be confident that all investment sections and monitoring efforts are genuinely in your best interest.
- Abundant choice of investment options.
- Passive index funds, actively managed funds, socially responsible selections and risk-based model portfolios.
Authentic client service.
Saving for retirement is a long-term goal and at Shelton Capital Retirement Plan Services, we make your retirement readiness and financial preparedness our top priority. Through our robust educational services, advanced plan design and easy administration, we strive for 100% participation with each of our clients.
- A U.S.-based professional is always available to you and your employees for implementation and ongoing support.
- We also provide live and online participant education sessions to increase 401(k) participation rates.
The Players in your Retirement Plan
A 401(k) plan for a small business includes pieces which all play a vital role. Any missing part can make a retirement plan offering substandard. Shelton Capital Management works closely with our partners to provide you with a reasonably priced, bundled solution that reduces the complexity and provides optimal results to all stakeholders.
Our Retirement Plan Services Product
- Abundant selection of stock and bond funds
- Actively managed and passive index funds
- Five model portfolios
- Socially-responsible investment selections
- No hidden fees
- Simple, straightforward solution
Fiduciary services
401(k) small business plan sponsors have fiduciary responsibilities when providing this offering to participants. Some of the fiduciary responsibilities include:
- Follow plan documents
- Act in the interest of plan participants
- Diversify investment options and pay reasonable fees
- Form a Plan Committee for plan oversight
Shelton Capital Management is a 3(38) investment fiduciary on 401(k) single and multiple employer plans acting as the outsourced investment committee. We conduct investment selection and monitoring, and we offer quarterly documentation to the plan sponsor. Only an ERISA 3(38) investment manager can be considered a fiduciary investment manager and any other type of advisor leaves the plan sponsor as the sole fiduciary for these responsibilities (see FAQs for more information).
Educational Support
Our Unique Value Proposition: Trickle Up Effect
While other service providers focus solely on the small and medium business owner (SMB) and on the administration of the company’s 401(k) plan, we go one step further. Shelton Capital Management helps the 401(k) plan participants by providing online and on-site live investment education sessions. This step is critical in helping boost participation rates. Why are participation rates important? We call it the ‘Trickle Up Effect’.
We provide concierge-level service and support that not only goes a long way in helping employees start saving for retirement, but we make you look good in the process. Besides online and live education sessions, our experienced service professionals answer participant calls and provide ongoing support. We also offer online tools and resources for educational purposes.
- Abundant selection of stock and bond funds
- Actively managed and passive index funds
- Five model portfolios
- Socially-responsible investment selections
- No hidden fees
- Simple, straightforward solution
Important Information
Download Form CRS
Download ADV: Part 2
Investors should consider a fund’s investment objectives, risks, charges and expenses carefully before investing. The prospectus contains this and other information about a fund. To obtain a prospectus call (800) 225-8778. A prospectus should be read carefully before investing.
The funds are offered only to United States residents, and information on this site is intended only for U.S. residents. Nothing on this website should be considered a solicitation to buy or an offer to sell shares of the funds in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.
Shelton Funds and SCM Trust are distributed by RFS Partners, LP a member of FINRA and affiliate of Shelton Capital Management. Download Form CRS.
INVESTMENTS ARE NOT FDIC INSURED OR BANK GUARANTEED AND MAY LOSE VALUE.