Shelton Capital Management | Real Investment Insights
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 January 31st, 2026, the firm manages more than $7 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, we’ve 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 San Francisco.
For more information, visit www.sheltoncap.com
Shelton Capital Management | Real Investment Insights
Latest Episodes
How Concentration and Duration Risk Redefined the Benchmark
How Concentration and Duration Risk Redefined the BenchmarkThe indexes most investors use to track the markets don't look the way they did just five years ago. Many investors are aware that the major stock market index has become ...
Today’s Interest Rates: Not the New Normal, Just Normal
Markets are largely reducing expectations for a near-term U.S. Federal Reserve (Fed) rate hike, and we agree. July’s weak jobs report, the underwhelming retail sales report, and continued softening of the monthly inflation figures give the Fed ...
August Monthly Review and Outlook
Beneath the Headlines: An Economy in Transition, Not in TroubleKey Takeaways» The July jobs report headline (-23,000 payrolls and a combined -103,000 in prior-month revisions) glanc-es over a more nuanced picture: layoffs remain his...
Two Timely Ways to Diversify Beyond Mega-Cap Tech Right Now
After years of a narrow group of technology and microchip stocks driving most of the market's gains, recent volatility is a reminder of what concentration risk feels like in practice. Semiconductor names have swung sharply in recent weeks, and ...