A Partner By Your Side
Shelton Capital Management is a boutique asset manager with more than 40 years of experience and over $7 billion in assets under management as of 4/30/2026. Through mutual funds, ETFs, and SMAs, Shelton helps serve a wide range of client needs across evolving market environments.
Over four decades, Shelton has remained committed to deep research, disciplined decision-making, and a more connected investor experience.
You call, and a real human being picks up the phone. At our firm, you won’t get lost in a chain of chatbots and phone trees. You won’t find stuffy attitudes, either. In the era of AI, authenticity is at the heart of what we do, from real conversations to open doors. Our measure of success is that you are excited recommending us to your colleagues, friends, and family because impressive service is simply what we do.

Built on experience
Our Story
Shelton Capital Management was built on the belief that investment management works better when expertise is paired with accessibility, discipline, and long-term perspective. From the beginning, the firm has taken a boutique approach, placing value on thoughtful execution, strong relationships, and a more connected client experience.
Richard “Dick” Shelton, founder of Shelton Capital Management, built the company’s foundation by serving individual investors directly, seeking to deliver solid investment performance alongside authentic client service. A Stanford alum and Korean War veteran, Dick Shelton earned trust not through scale for its own sake, but through personal relationships, dedication to service, and a belief that investment management should remain grounded in people.
Over the past four decades, Shelton has expanded its capabilities without losing sight of the relationships at the core of the business.
Our Philosophy
Beyond our compelling lineup of investment solutions, Shelton is distinguished by its human-centric service. The firm is committed to growth, authentic client service, and the highest level of professionalism. Academic excellence, business ethics, and deep investment expertise are the baseline. Shelton’s team goes further by supporting the relationships at the core of the business as thought leaders and strategic partners.
Shelton believes investors deserve a partner that combines disciplined thinking with practical support. Client needs are rarely one-size-fits-all, which is why Shelton remains vehicle agnostic and offers a range of structures, including mutual funds, ETFs, and SMAs.
In Shelton’s investment process, decisions remain grounded in fundamental research and active management. Data science, machine learning, and select AI tools help sharpen the process, but accountability remains with the investment team.
Benefits of working with us
The value of a partnership often comes down to what it enables. Shelton is built to support investors with focused expertise, direct access, and a more responsive experience.

Long-Term Perspective
With more than 40 years of experience navigating the markets, Shelton pairs insightful perspective with the agility and responsiveness of a boutique firm.

Direct Access
Investors have access to the people behind the strategies, helping make portfolio conversations more informed, more connected, and easier to move forward.

Research-Driven Support
Shelton pairs deep research with practical communication, helping investors translate investment thinking into clearer, more confident financial decisions.

A More Human Experience
Boutique also means a more direct experience. Investors benefit from clearer communication, thoughtful follow-through, and support grounded in real relationships.
Shelton: Then and Now
Get To Know Our Leadership
Listen to the podcast to learn more about Shelton’s evolution and the people helping to shape the firm today.

Expanding Our Edge
Ranked Best Places To Work For Six Years
Shelton continues to invest in the future of the firm with a focus on strengthening investment capabilities, expanding talent, and growing in ways that support advisor and investor demand. Since the beginning of 2026, Shelton has expanded through the acquisition of the assets of Stringer Asset Management and STF Management. These additions reflect Shelton’s continued focus on partnering with independent firms to magnify the expertise, resources, and solutions available to advisors and investors.
Meet the team
Executive Committee
Steve Rogers
Dennis Clark
Greg Pusch
Derek Izuel, CFA
Rachel Skyward
Institutional, Advisor, and Retirement Plan Services Teams
Josh Fudge
Ryan Groves
Matt Gunter
Jeff Medina
Laura Bevill, CAIA
Jason Shidler
Tony Brown
Alexa Tuers
Nick Mantel
Paul Laffrenzen
Portfolio Management Team
Barry Martin, CFA
Bruce Kahn, Ph.D.
Peter Higgins
Gary Stringer, CFA
Jonathan Molchan
Kim Escue, CFA
Chad Keller, CFP®
Nick Griebenow, CFA
Jeffrey Rosenkranz
Tony Jacoby, CFA
Jonathan Bernstein, CIMA®
Chris Walsh
Nicolette DiMaggio
Jason Goldenberg
Jake Gallion
Investment Operations, Trading Team
Kenny Sklar
Jane Senaldi
Mclain Ralston
Marqus Avalos
Business Operations
Amy Grillot
Renee Calvanese
Compliance
Andrea Reidle, IACCP©
Carrie Della Flora
Alyssa Haskel
Client Services Team
Carrie Della Flora
Payton Rupp
Trent Johnson
Elijah Horn
Gustavo Valdez
Marketing Team
Clark Davis
Monica Hernandez
Candice Hudson
Christina Robben
Kendall Floyd
Shelton Academy
