Customized Retirement Plans
for Your Small Business
for Your Small Business
Let’s take something off your plate. Work with us to find an affordable 401(k) retirement plan that fits the unique needs of your small business.
A 401(k) plan that makes more sense for your business.
At Shelton Capital Management, we offer personalized services to help ease the pressure of managing your company’s 401(k) plan. Here’s how we do it:
Authentic Client Service
You’ll always get a hold of a real person in under two rings. Our live U.S. client services team is ready to turn your 401(k) problems into solutions.
Investment Expertise
With nearly 40 years of investment management expertise, we offer robust investment selection options for all stakeholders.
Transparent Pricing
As a small business ourselves, we know what you’re up against. Our team strives to create a custom, cost-sensitive offering that makes sense for you.
What our clients love about the Shelton approach
- We offer education support to plan participants for their retirement readiness and financial preparedness.
- Boost your company culture with a robust 401(k) benefit that keeps your employees happy and engaged.
- Sophisticated investment fiduciary services – so you can be confident that all investment sections and monitoring efforts are genuinely in your employees’ best interest.
- Risk-based model portfolios designed to help your employees achieve their goals within a level of risk that is right for them.
- We prioritize human-centric connection by operating with transparency and care.
- Personalized attention & customization to plan sponsor, participant needs.
- Building strong relationships with our customers is at the core of our business – we want to see you successful.
Work with a team that cares about the success of your business.
Complete our form below and one of our plan experts will be in touch in less than 24 hours to help you customize the right 401(k) plan for your business.