Shelton Capital Management

Shelton Capital Management An award-winning, multi-strategy boutique asset manager since 1985, with over $7.8 billion in assets. For more information, visit www.sheltoncap.com.

Shelton Capital Management (Shelton) is a boutique investment firm that helps investors pursue their financial goals through tailored investment solutions and human-centric customer service. Founded in 1985, the company provides mutual funds, ETFs, ETF-based portfolios and separately managed accounts to the clients of wealth managers, retirement plans, and individual investors. As of June 30, 2026

, the firm manages more than $7.8 billion in assets across fixed income portfolios, U.S. equity and international equity strategies, ESG solutions, and equity income products leveraging our expertise in options. Over the decades, Shelton has collected awards from established sources such as Morningstar, Lipper, Forbes Advisor, and Pension & Investments. The company continues to add key employee talent and expand their institutional expertise. Shelton is headquartered in Denver, Colorado with additional offices in Memphis and San Francisco.

Shelton Capital Management Portfolio Manager Kim Escue was featured in Seeking Alpha discussing what investors should wa...
08/28/2026

Shelton Capital Management Portfolio Manager Kim Escue was featured in Seeking Alpha discussing what investors should watch for following Fed Chair Kevin Warsh's Jackson Hole speech.

As Kim shared, "What I'd really like to hear from him is what these task forces have come up with. How is that actually going to work in the context of the Fed if we're expected to look at the data ourselves and have the market determine where interest rates go, yet they've thrown out these changes they want to make?"

Read the full article: https://seekingalpha.com/article/4941140-warshs-first-jackson-hole-speech

We had a fantastic time bonding with the team and learning from golf pros at Green Valley Ranch Golf Course. We also too...
08/21/2026

We had a fantastic time bonding with the team and learning from golf pros at Green Valley Ranch Golf Course.

We also took a moment to celebrate some employee milestones, including an impressive 10 years of dedicated service from Amy Grillot (who just so happened to make a hole-in-one)! ⛳

Here's to all of our dedicated employees and many more years of success and camaraderie. 🙌

TUGN will become SEPQ: A new ticker for the same tactical strategy. Shelton Capital Management is updating the ticker sy...
08/21/2026

TUGN will become SEPQ: A new ticker for the same tactical strategy.

Shelton Capital Management is updating the ticker symbol for the STF Tactical Growth and Income ETF from TUGN to SEPQ, effective after market open on August 21, 2026.

The update further brings the strategy into the Shelton ETF family as we continue to expand the solutions available to financial advisors and their clients.

Read the full announcement for details: https://advisor.sheltoncap.com/2026/08/21/shelton-capital-management-announces-ticker-symbol-update-from-tugn-to-sepq/

Shelton Capital Management Portfolio Manager, Jeffrey Rosenkranz, was featured in AltsViews, digging into the opaque wor...
08/20/2026

Shelton Capital Management Portfolio Manager, Jeffrey Rosenkranz, was featured in AltsViews, digging into the opaque world of fixed income investing

Drawing on his career on both the traditional and alternative sides of the investing business, Rosenkranz helps listeners understand what it's like to be a fixed income portfolio manager.

Further, he shares fascinating perspectives on private credit, the bond market today, and how AI might impact the investment business.

Listen to the podcast now: https://podcasts.apple.com/us/podcast/the-altsviews-podcast/id1896906741

Tune in todayđź“şBarry Martin, CFA, Portfolio Manager at Shelton Capital Management, joins Nicole Petallides on The Watch L...
08/20/2026

Tune in todayđź“ş

Barry Martin, CFA, Portfolio Manager at Shelton Capital Management, joins Nicole Petallides on The Watch List for Schwab Network's ETF Watch List segment.

đź—“ Thursday, August 20
⏰ 2:40 PM ET

We'll share the replay here once it's live.

Shelton Capital Management’s CIO, Derek Izuel, CFA, featured in Wealth Management’s Mid-Year 2026 Update: The Goldilocks...
08/17/2026

Shelton Capital Management’s CIO, Derek Izuel, CFA, featured in Wealth Management’s Mid-Year 2026 Update: The Goldilocks Detour.

Our 2026 Outlook made a central call: as inflation moderated and tail risks receded, equity leadership would broaden beyond the narrow set of US mega-cap growth names that had led for years. International, EM, and smaller-cap equities would lead rather than follow, cyclicality would be rewarded over incumbency, and stock/bond diversification would return as core inflation held below 3%. For the first stretch of the year, that is what happened: the extended but aging expansion we described delivered a genuine goldilocks phase.

That thesis has since been tested by two of the very risks that piece flagged: a supply-shock resurgence of inflation and a disruption to energy markets.

The three most important topics in the second half of 2026:

• The AI question.
• Inflation and the Fed.
• Conflict in the Middle East and energy.

To read the full article, visit: https://advisor.sheltoncap.com/2026/08/17/featured-in-wealth-managements-mid-year-2026-update-the-goldilocks-detour/

Bruce Kahn, Ph.D, Portfolio Manager of the Shelton Sustainable Equity Fund (NEXTX), was recently featured in U.S. News &...
08/13/2026

Bruce Kahn, Ph.D, Portfolio Manager of the Shelton Sustainable Equity Fund (NEXTX), was recently featured in U.S. News & World Report discussing where he sees opportunity in the evolving AI investment landscape.

"This 'broadening of the AI investment cycle' is benefiting 'companies with exposure to networking, optical connectivity, power, cooling and software that can support AI adoption rather than one-time hardware spending,' said Kahn.

Read more: https://advisor.sheltoncap.com/2026/08/13/shelton-portfolio-manager-bruce-kahn-ph-d-on-u-s-news-world-report/

Thank you to the Shelton team members who stopped by Denver Rescue Mission last week.
08/04/2026

Thank you to the Shelton team members who stopped by Denver Rescue Mission last week.

Address

1401 Lawrence Street #1550
Denver, CO
80202

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

Telephone

+18009559988

Website

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