Quality Client Service

We’re passionate about providing great investment opportunities and really enjoy talking about it.

We also consider customer service to be one of the most important factors in choosing an investment company and look forward to proving our commitment to providing authentic client service.

Call us Monday-Friday, excluding market holidays, during normal business hours. You can also email anytime to ask a real person questions about your investment.

main (800) 225-8778
(Monday-Thursday 8am-5pm MST, Friday 8am-4pm MST)
email info@sheltoncap.com

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We value you as an individual

At Shelton Capital Management, we treat each plan participant as an individual investor and are here to provide you with the materials needed to give you the power to take control of your retirement plan.

We are dedicated to educating and empowering each participant. That’s why we offer investment advice at no additional charge to all 401(k) plan participant. Plus, we offer access to FAQs and on demand videos about 401(k) retirement plan topics.

We value you as a business owner

We provide exceptional service that helps your employees start saving for retirement and we work to make you look good in the process.

Shelton Capital Management is positioned as a co-fiduciary on 401(k) single and multiple employer plans acting as the outsourced investment committee. We conduct investment selection and monitoring, and we offer quarterly documentation to the plan sponsor. Only an ERISA 3(38) Investment Manager can be considered a co-fiduciary and any other type of advisor leaves the plan sponsor as the sole fiduciary for these responsibilities. View FAQs.