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
Prosperity Engine
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What is powering the U.S. economy as we move through 2026?
In this episode of Real Investment Insights, 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.
For more information, visit sheltoncap.com, contact Shelton Capital Management at (800) 955-9988 or info@sheltoncap.com.
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