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About Shelton

Shelton Capital Management is a boutique investment firm that helps the clients of wealth managers, retirement plan sponsors, individual investors, and institutions pursue their financial goals through tailored solutions and human-centric service.

Our Story

Our Philosophy

Our Team

  • Industry-Leading Investment Solutions
  • 401K Retirement Solutions

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Shelton Retirement Plan Services

With Shelton Retirement Plan Services, we provide concierge-level service and support on company 401(k) plans. Shelton Capital Management combines the best traits of a large institutional firm: experience, sophistication, and a range of investment solutions, with the client-centric focus of an independent investment boutique.

For Financial Advisors

Partner with us for your retirement plan needs

For Employers

Small Business 401(k) plans for owners and employees

PEO/MEP Sponsors

Multiple Employer Plans & Outsourcing Firms 

Plan Participants

Enroll, account management, and education

Browse Investor Resources

Partnership is the essence of our work with advisors at Shelton Capital Management. Beyond our breadth of product offerings and tailored solutions, advisors turn to us for thought-leadership, commentaries, and resources.

Literature and forms

Insights

Commentary

Videos

Podcasts

  • What Makes Us Different?

    About Shelton

    Shelton Capital Management is a boutique investment firm that helps the clients of wealth managers, retirement plan sponsors, individual investors, and institutions pursue their financial goals through tailored solutions and human-centric service.

    Our Story

    Our Philosophy

    Our Team

    Careers

  • Products and Services
    • Industry-Leading Investment Solutions
    • 401K Retirement Solutions

    Investment Vehicles

    ETFs

    Mutual Funds

    Funds

    Domestic Stock Funds

    International Stock Funds

    Bond Funds

    Money Market

    Shelton Retirement Plan Services

    With Shelton Retirement Plan Services, we provide concierge-level service and support on company 401(k) plans. Shelton Capital Management combines the best traits of a large institutional firm: experience, sophistication, and a range of investment solutions, with the client-centric focus of an independent investment boutique.

    For Financial Advisors

    Partner with us for your retirement plan needs

    For Employers

    Small Business 401(k) plans for owners and employees

    PEO/MEP Sponsors

    Multiple Employer Plans & Outsourcing Firms 

    Plan Participants

    Enroll, account management, and education

  • Resources and Education

    Browse Investor Resources

    Partnership is the essence of our work with advisors at Shelton Capital Management. Beyond our breadth of product offerings and tailored solutions, advisors turn to us for thought-leadership, commentaries, and resources.

    Literature and Forms

    Insights

    Commentary

    Videos

    Podcasts

Invest Now
Home / Insights

Insights

  • NASDX Featured Images for Blog Posts

    NASDX Wins a Spot in Investor’s Business Daily: Best Index Funds for 2026

  • buy working in warehouse typing on a computer

    How much are your company 401(k) plan fees?

  • calculators

    How Much Money Is Your Time Worth? The Self-Assessment Every Business Owner Needs

  • The Great Inflection on Climate Funds

    The Great Inflection on Climate Equity Funds

  • Shelton Capital Management Global Investment Outlook 2025

    Shelton Capital Management Global Investment Outlook 2025

  • Cybersecurity QA scaled

    Why Cybersecurity Matters More than Ever for Plan Sponsors and 401(k) Plans

  • EQTIX The Dual Approach Investors Needed Yesterday

    EQTIX: The Dual-Approach Investors Needed Yesterday

  • Family Wealth Planning

    Wealth Transfer Strategies: Family Wealth Planning for Future Generations

  • Business Owners and Managers to Consider for Your Companyโ€™s 401(k) Plan

    5 Things for Business Owners and Managers to Consider for Your Companyโ€™s 401(k) Plan This Year

  • BPTW 2024 horizontal

    Shelton Capital Management Named to Pensions & Investments Best Places to Work in Money Management for Fifth Consecutive Year

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We are a multi-strategy asset manager delivering sophisticated investment solutions.

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Phone | (800) 955-9988

E-mail | info@sheltoncap.com 

Locations:

For Correspondence:

Shelton Capital Management
P.O. Box 87
Denver, CO 80201

Office Location:

1401 Lawrence St Suite 1550 Denver, CO 80202โ€‹


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Shelton Funds are distributed by RFS Partners, a member of FINRA and affiliate of Shelton Capital Management.

The Shelton Equity Premium Income ETF is distributed by Paralel Distributors, LLC.

The STF Tactical Growth ETF and Tactical Growth and Income ETF are distributed by Foreside Fund Services, LLC. For more information, please call 1-866-590-9112.

Research our firm with FINRA’s BrokerCheck: https://brokercheck.finra.org/

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