Welcome to Shelton Capital Management
We are a multi-strategy asset manager delivering sophisticated investment solutions.
About Shelton®
We are honored to have been serving investors for over 30 years. Our founder, Richard Shelton, started the firm in 1985 originally focusing on municipal bond investing. As of June 30, 2024, our firm has grown to manage over $5.3 billion in assets in mutual fund format and separately managed accounts. Download Form CRS.
We manage a range of assets including U.S. equity strategies, international equity strategies, fixed income strategies, ESG strategies and specialty classes.
Our Firm
Our ambition as investment managers is to identify high-quality assets, both in the market and in the workforce. Our team of investment and client experience professionals are committed to a high level of investment expertise, superior academic achievement and an unwavering commitment to business ethics.
Investment Solutions
Shelton Capital Management offers active and passive investment strategies. Research supports a passive approach in efficient markets where consistent outperformance to the benchmark is very unusual. Shelton Capital Management also offers active investment strategies in markets and asset classes where delivering alpha and risk considerations are important.
Active Strategies
Passive Strategies
Capital Appreciation
Shelton NASDAQ-100 Fund
S&P 500 Index Fund
S&P MidCap Index Fund
S&P SmallCap Index Fund
Insights and News
We are proud to provide thought leadership within the investment community. Our Portfolio Managers consistently add their insight to the newsroom through our pillars of knowledge, experience and focus.
Weekly Fixed Income Commentary – October 17th
October 17th, 2024 - Read the Fixed Income Team's weekly commentary as they touch on economics, corporate bonds, and municipal bonds.
Jeffrey Rosenkranz Joins Seeking Alpha to Discuss Sept CPI
“If inflation continues to seem well-contained, even if it’s sort of sideways and gradually heading back down to 2%, then it continues to allow the Fed to focus on the labor market,” said Jeffrey Rosenkranz, portfolio manager at Shelton Capital Management. “If you don’t need to worry about inflation accelerating, then you can still ease a little bit to protect the labor market,” he added. “They don’t want it to deteriorate any further than it already is.”
3Q24 Dividend Announcement: Shelton Equity Income Fund (EQTIX)
The Shelton Equity Income Fund (EQTIX) declared a dividend of $0.3961 per share payable to shareholders of record as of September 30th, 2023.
Re-examine your international allocation with a fund comparison.
Take advantage of this opportunity today to see how your international fund compares against the Shelton International Select Equity Fund. You can always contact us directly, too.
