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
July Monthly Review and Outlook
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In this month’s market update, Gary Stringer, Senior Portfolio Manager at Shelton Capital Management, explains why the U.S. economy remains resilient despite geopolitical tensions, softer headline GDP growth, and continued market volatility.
Private sector activity appears stronger than overall GDP suggests, supported by business investment, consumer spending, and government outlays. At the same time, a tight labor market, cooling inflation, and improving corporate earnings continue to support a cautiously optimistic outlook.
While periods of volatility may continue, Shelton Active Allocation Solutions remains overweight equities, with an emphasis on U.S. markets, while favoring high-quality asset-backed and mortgage-backed securities within fixed income.
To learn more, visit: https://advisor.sheltoncap.com/investment-solutions/separately-managed-accounts/active-allocation-solutions/