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
How Concentration and Duration Risk Redefined the Benchmark
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How Concentration and Duration Risk Redefined the Benchmark
The 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 far more concentrated in a handful of companies than it has been in decades, but the bond market has also taken on more concentration and interest rate risk than many investors realize. Both shifts mean that index-based investing, in all of its forms, carries a different risk profile than it did just five years ago. The reasons why and their implications are important and it's worth understanding why active risk management may make more sense today than ever.
To read the full article, visit: https://www.etftrends.com/etf-strategist-content-hub/how-concentration-and-duration-risk-redefined-the-benchmark/
To learn more about Shelton's Active Allocation Solutions, visit: https://advisor.sheltoncap.com/investment-solutions/separately-managed-accounts/active-allocation-solutions/