Switch To Advisor and Institutional Site  |   Contact Us

Invest Now

Fund Objective

The Fund’s investment objective is to achieve a high level of income and capital appreciation (when consistent with high income) by investing primarily in income-producing U.S. equity securities.

Strategy Highlights

  • Typically invests in mid to large cap U.S. corporations.
  • Has ability to sell covered call options to generate additional cash flow income and enhance distribution rates to shareholders.

EQTIX received an Overall Morningstar Rating of 4 stars among 82 Derivative Income funds, based on risk-adjusted returns, as of 3/31/2026.* Important Information for Morningstar® Rating.

Management Team

Barry Martin
Portfolio Manager

Barry Martin, CFA
Nick Griebenow
Portfolio Manager

Nick Griebenow, CFA
Jason Goldenberg
Portfolio Analyst

Jason Goldenberg
Portfolio Analyst

Jake Gallion
Barry Martin

Portfolio Manager

Barry Martin, CFA

Barry Martin, CFA, is a Portfolio Manager for Shelton Capital Management’s Option Overlay Strategies. Prior to joining the firm, Mr. Martin was Senior Vice President of portfolio management for an investment management firm specializing in option strategies and has been managing options for over 20 years. He received a B.S. from the University of Arizona.

Nick Griebenow

Portfolio Manager

Nick Griebenow, CFA

Nick Griebenow, CFA

Nick Griebenow, CFA, is a Portfolio Manager for Shelton Capital Management’s Option Overlay Strategies. Mr. Griebenow has extensive knowledge in option strategies and was previously a Senior Derivatives Trader at a large national brokerage firm. He received a B.A. from Colorado State University.

Jason Goldenberg

Portfolio Analyst

Jason Goldenberg

Jason Goldenberg is a Portfolio Analyst that services all strategies of the Separate Account program. Jason has five years of industry experience and previously worked at ALPS Fund Services. He earned a B.B.A. from the University of Colorado Boulder.

Portfolio Analyst

Jake Gallion

Jake Gallion joined Shelton Capital Management in March 2026 as a Portfolio Analyst for the firm’s Options Overlay Strategies.

Before joining the firm, Gallion was an Equities Trader at Paradice, a boutique investment manager specializing in global equities, where he ran the firm’s trading desk in support of its Global Small Cap, International All Cap, and Emerging Markets long-only equity strategies. Earlier in his career, he was with ALPS Fund Services, where he oversaw portfolio accounting within the firm’s alternative investments group.

Gallion is an avid golfer and skier, and he enjoys grilling and exploring beautiful Colorado with his wife, their two young daughters and their dog Jax. He earned a B.S. from the University of Colorado Boulder with emphases in Finance and Accounting.

Fund at a glance

The Fund seeks to achieve a high level of income and capital appreciation by investing primarily in income-producing U.S. equity securities, with the ability to sell covered call options to enhance income distributions to shareholders.

  • Typically invests in mid to large cap U.S. corporations.
  • Has ability to sell covered call options to generate additional cash flow income and enhance distribution rates to shareholders.

Important Information

An investment in the Fund involves risk, including possible loss of principal. Fund information is not intended to represent future portfolio composition. Portfolio holdings are subject to change and should not be considered a recommendation to buy individual securities.

*The fund’s Morningstar three-, five-, ten-year ratings respectively, 3 stars, 3 stars, 5 stars among 82, 66, 40 funds.

Investments in derivatives may be risker than other types of investments. They may be more sensitive to changes in economic or market conditions than other types of investments. Many derivatives create leverage, which could lead to greater volatility and losses that significantly exceed the original investment. Positions in equity options can reduce equity market risk, but can limit the opportunity to profit from an increase in the market value of stocks in exchange for upfront cash as the time of selling the call option. Unusual market conditions or the lack of a ready market for any particular option at a specific time may reduce the effectiveness of option strategies and could result in losses.