Shelton Capital Management

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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 Senior Portfolio Manager Bruce M. Kahn, Ph.D., will join the Fixed Income Analysts Society on...
09/24/2026

Shelton Capital Management Senior Portfolio Manager Bruce M. Kahn, Ph.D., will join the Fixed Income Analysts Society on September 25 for “The Nuclear Renaissance: Financing the Global Expansion.”

Bruce will participate in the panel “Assessment of Material ESG Considerations,” to explore sustainability considerations associated with nuclear power as the sector continues to evolve.

The event will be held at Fordham University in New York City, with both in-person and virtual attendance available.

Learn more and register through FIASI:https://fiasi.org/the-nuclear-renaissance-financing-the-global-expansion/

If you’ve seen F1, you know the line: “Slow is smooth, smooth is fast.”It’s a reminder that deliberate, controlled and p...
09/14/2026

If you’ve seen F1, you know the line: “Slow is smooth, smooth is fast.”

It’s a reminder that deliberate, controlled and precise action can lead to more efficient ex*****on.

That same mindset applies to how we work with advisors: staying coordinated, thoughtful and focused so we can better support the clients they serve.

That spirit carried through our recent evening in Boston with Raymond James advisors, where we exchanged ideas, strengthened connections and wrapped up with cocktails and some friendly competition at F1.

Thanks to everyone who joined us.

Shelton Capital Management Portfolio Manager Bruce Kahn, Ph.D. tells Investing News Network (INN) that the biggest const...
09/11/2026

Shelton Capital Management Portfolio Manager Bruce Kahn, Ph.D. tells Investing News Network (INN) that the biggest constraint for artificial intelligence (AI) may have little to do with technology. The real challenge is building enough physical infrastructure to power its expansion. He told the INN where he sees the top investment opportunities in the AI boom.

From grid capacity and corporate power deals to federal policy, Kahn pointed to a common thread throughout the conversation: AI may be advancing rapidly, but its growth ultimately depends on the physical infrastructure needed to support it.

To read the full article and to view important information, visit: https://advisor.sheltoncap.com/2026/09/11/portfolio-manager-bruce-m-kahn-ph-d-featured-on-investing-news-network/

Covered call ETFs have grown from a roughly $10 billion category in 2021 to nearly $200 billion today.But as assets have...
09/10/2026

Covered call ETFs have grown from a roughly $10 billion category in 2021 to nearly $200 billion today.

But as assets have grown, so has the need to separate headline yield from the mechanics behind each strategy.

Advisors are being asked to evaluate products that may sound similar on the surface but behave very differently in client portfolios.

That is why Shelton Capital Management surveyed 320 investment professionals in the new Covered Call ETF Survey Report.

Insights cover what advisors are prioritizing as covered call ETFs move into the same allocation discussion as equities and bonds, including:

How strategies are implemented.

How calls are written.

How volatility is managed.

What instruments are used, including ELNs.

How upside participation is handled.

How peers are thinking about income, transparency, and capital appreciation.

For advisors, yield may open the door, but construction is what drives the allocation conversation.

Shelton compiled the findings to help advisors benchmark what peers are paying attention to and ask sharper questions when evaluating the category.

Access the full report: https://advisor.sheltoncap.com/covered-call-etf-survey/

Shelton Capital Management Portfolio Manager, Barry Martin, CFA, and Laura Bevill, CAIA Director, Advisor and Institutio...
09/08/2026

Shelton Capital Management Portfolio Manager, Barry Martin, CFA, and Laura Bevill, CAIA Director, Advisor and Institutional Consultant Relations (West), will be in Huntington Beach connecting with advisors, exchanging ideas and hearing what’s top of mind across the wealth management industry.

Will you be there? Comment below and let’s connect. 🤝

One year of SEPI.A year ago, Shelton Capital Management launched the Shelton Equity Premium Income ETF (NYSE: SEPI), bri...
09/08/2026

One year of SEPI.

A year ago, Shelton Capital Management launched the Shelton Equity Premium Income ETF (NYSE: SEPI), bringing an actively managed equity income approach to the ETF marketplace.

We’re grateful to the team and partners who helped bring the strategy to market and continue supporting it today.

Learn more about SEPI: https://www.sheltoncap.com/sepi/



Shelton Capital Management | By your side

We had a great event in San Diego last month with our advisor clients.We’re grateful to our employees for making Shelton...
09/07/2026

We had a great event in San Diego last month with our advisor clients.

We’re grateful to our employees for making Shelton Capital Management a great place to work.

Happy Labor Day.

According to Shelton Capital Management's new Covered Call ETF survey of over 300 investment professionals, conversation...
09/01/2026

According to Shelton Capital Management's new Covered Call ETF survey of over 300 investment professionals, conversations with clients are shifting toward:

→ Process transparency
→ Volatility management
→ ELN exposure awareness
→ Strike selection methodology
→ Upside participation tradeoffs

For advisors evaluating implementation, one finding is especially useful:

95% said they would consider an actively managed covered call ETF using calls on individual stocks if diligence requirements were met.

Meaning, advisors are looking further than the distribution rate. They are considering the decisions behind it.

Use the survey to pressure-test your covered call ETF diligence process before the next client or investment committee conversation.

Read the full survey here: https://advisor.sheltoncap.com/covered-call-etf-survey/

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. 🙌

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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