Shelton Capital Management

Shelton Capital Management A boutique investment firm that helps investors meet financial goals through tailored investment solutions and human-centric customer service.

The company provides mutual funds, ETFs, ETF-based portfolios, and separately managed accounts. 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 March 31, 2026, the firm manages more than $6.9 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. For more information, visit www.sheltoncap.com.

05/15/2026

Options can serve different roles in a portfolio, from generating premium income to helping shape equity exposure.

At Shelton, we focus on helping advisors think through how active options-based strategies fit within a broader portfolio conversation — whether the goal is income, equity participation, volatility management, or implementation flexibility.

Sign up to get market commentary and actionable insights directly in your inbox: https://go.sheltoncap.com/l/752533/2026-04-08/7pdf18

Shelton Capital Management was recently featured in Ignites coverage highlighting new operational developments. We appre...
05/14/2026

Shelton Capital Management was recently featured in Ignites coverage highlighting new operational developments. We appreciated the opportunity to share more about the “nuts and bolts” involved in supporting a growing and expanding fund lineup.

The institutional RFP environment is becoming more challenging, more continuous, and more operationally demanding. Susta...
05/13/2026

The institutional RFP environment is becoming more challenging, more continuous, and more operationally demanding.

Sustainable investing remains one of the clearest institutional opportunity areas inside that shift.

The market is expanding in size, but the economics beneath that growth are more fragile than the headline asset totals suggest.

To read the full whitepaper, on RFP & DDQ Investment Management, visit: https://www.sheltoncap.com/2026/05/13/rfp-ddq-trends-in-investment-management/

At Shelton Capital Management, we are proud to celebrate the mothers who shape lives with integrity and purpose—both in ...
05/11/2026

At Shelton Capital Management, we are proud to celebrate the mothers who shape lives with integrity and purpose—both in their families and in their communities.

Thank you for all that you do!

The team had an excellent experience at the 42nd annual Financial Planning Association State Conference.We’re grateful t...
04/23/2026

The team had an excellent experience at the 42nd annual Financial Planning Association State Conference.

We’re grateful to the Financial Planning Association of Connecticut for the opportunity to speak and connect with engaged advisors.

If you want to continue the conversation, send us a DM, and we’ll make sure you reach the right person on our team.

Jeffrey Rosenkranz of Shelton Capital Management was featured in Reuters discussing recent outflows from U.S. leveraged ...
04/16/2026

Jeffrey Rosenkranz of Shelton Capital Management was featured in Reuters discussing recent outflows from U.S. leveraged loan funds and the broader credit-risk backdrop.

The article explores how investor caution, redemption pressure, and transparency concerns in private credit are fueling outflows from leveraged loans.

Read the Reuters coverage for more on the current market discussion: https://www.reuters.com/legal/transactional/outflows-leveraged-loan-funds-jump-investors-shun-credit-risk-2026-04-10/

What is powering the U.S. economy as we move into 2026?In this episode of Real Investment Insights: Prosperity Engine, C...
04/10/2026

What is powering the U.S. economy as we move into 2026?

In this episode of Real Investment Insights: Prosperity Engine, Client Portfolio Manager, Jonathan Bernstein, sits down with Sr. Portfolio Manager, Gary Stringer, to discuss the role of productivity, capital investment, onshoring, AI, and infrastructure in shaping the economic backdrop.

Watch now to hear their perspective on what businesses are investing in, why productivity trends matter, and what these developments could mean for markets and the economy.

Listen to the full episode: https://www.buzzsprout.com/2246814/episodes/18995321

Unpredictable headlines have continued unabated into 2026. This uncertainty continues to make it more difficult to proac...
03/16/2026

Unpredictable headlines have continued unabated into 2026. This uncertainty continues to make it more difficult to proactively construct entirely macro-driven portfolios.

Uncertainty typically creates volatility, allowing active managers to react and tactically adjust portfolios targeting credit selection at lower prices.

Read the full Nasdaq feature by Shelton Capital Management’s Head of Fixed Income and Senior Portfolio Manager at: https://www.nasdaq.com/articles/uncertainty-as-opportunity-navigating-ai-driven-credit-volatility

Shelton Capital Management’s Aggregate Bond Portfolio Strategy earned a spot on the PSN Top Guns List of best-performing...
03/13/2026

Shelton Capital Management’s Aggregate Bond Portfolio Strategy earned a spot on the PSN Top Guns List of best-performing strategies for the quarter ended Dec. 31, 2025.

“This award reflects the discipline, collaboration, and dedication our team brings to managing client portfolios. Through deep credit research and navigating macro risks, we consistently seek to add value throughout changing market environments,” said Peter Higgins, head of fixed income and senior portfolio manager.

Learn why Shelton received the award and connect with the team managing it: https://www.sheltoncap.com/2026/03/13/shelton-capital-managements-aggregate-bond-portfolio-strategy-earns-psn-top-guns-recognition-for-q4-2025/

Address

1125 17th Street #2550
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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