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
When Currency Matters: Navigating International Equity Returns
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In this episode of Shelton Capital Management’s Real Investment Insights, Jonathan Bernstein, Client Portfolio Manager, is joined by Gary Stringer, Senior Portfolio Manager, to discuss how currency movements can shape international equity returns. They explain why foreign investing involves more than just stock selection, how shifts in the U.S. dollar can create tailwinds or headwinds for returns, and where currency-hedged ETFs may fit into a portfolio.
To learn more, visit sheltoncap.com/stringer