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About Shelton Capital Management

We are proud to have been serving investors since 1985. As of March 31, 2021 our firm has grown to manage over $3.6 billion in assets.

Leveraging our history of managing portfolios for the high net worth (HNW) investor, the company embodies the core values of its founder, Richard Shelton. We understand that our job is personal and important to our clients. We continue to embody the core values of our founder: growth, authentic client service, professionalism and compliance.

 

What makes us different?

Our ambition as investment managers is to identify high-quality assets, both in the market and in the workforce. We’re proud of our team of investment and customer service professionals. All have demonstrated superior academic achievement, an unwavering commitment to business ethics, and high-level investment expertise. As a group, we’re committed to maximizing the wealth of our clients and giving them the best service in the industry.

401(k) Fiduciary Services

With Shelton Retirement Plan Services, we provide investment options for company 401(k) retirement plans. Shelton Capital Management combines the best traits of a large institutional firm: experience, sophistication, and a range of investment solutions, with the client-centric focus of an independent investment boutique.

Our financial industry expertise enables us to provide sophisticated 3(38) investment fiduciary services for our clients. We aid plan sponsors and adopting employers with the nuances of their company 401(k) retirement plans, as well as promote retirement readiness for employees through on-site and online education meetings.

Our Offering

  • ERISA 3(38) Investment Manager
    We are the outsourced investment committee providing fund selection and monitoring.

  • Plan Participant Live & Online Education
    We think saving for retirement is hugely important. We empower employees by offering live and online education sessions.  This dramatically improves participation rates.

  • Ongoing Plan Sponsor & Plan Participant Support
    Our Denver, Colorado-based client service team answers your calls and provides highly personalized attention. We take your complex problems and create simple solutions.

Key Personnel, Trusted and Experienced

Our team seamlessly operates from three offices across the United States. Our ambition as investment managers is to identify high-quality assets, both in the market and in the workforce. We’re proud of our team of investment and customer-service professionals. Our personnel has a history of demonstrating superior academic achievement, an unwavering commitment to business ethics, and high-level investment expertise. As a group, we’re growth oriented and committed to giving our clients authentic customer service.

Executive Team

Fiduciary Team

Portfolio Management Team

Client Experience Team

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