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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

Careers

  • Industry-Leading Investment Solutions
  • 401K Retirement Solutions

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SMAs

Client Solutions

Capital Appreciation

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Customization for Ultra-High-Net-Worth

Scalability for Mass Affluent

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Fixed Income Strategies

International and EM Equities

Nasdaq & S&P Index Funds

Option Strategies

Sustainable Equity

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 Advisor 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

Commentary

Insights

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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 & Services
    • Industry-Leading Investment Solutions
    • 401K Retirement Solutions

    Investment Vehicles

    ETFs

    Mutual Funds

    SMAs

    Client Solutions

    Capital Appreciation

    Total Return-Income Oriented

    Customization for Ultra-High-Net-Worth

    Scalability for Mass Affluent

    Strategies

    ETF Model Portfolios

    Fixed Income Strategies

    International and EM Equities

    Nasdaq & S&P Index Funds

    Option Strategies

    Sustainable Equity

    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

    Browse Advisor 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

    Commentary

    Insights

    Newsroom

    Videos

    Podcasts

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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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