
Shelton Capital Management
Shelton Capital Management is a multi-strategy asset management firm based in Denver, Colorado, founded in 1985 by Richard Shelton. The company offers a range of investment solutions, including mutual funds, separately managed accounts (SMAs), and 401(k) retirement services, with a focus on domestic and international equity strategies, fixed income, ESG, and options-based approaches. With assets under management (AUM) exceeding $5.5 billion as of March 2025, Shelton serves individuals, financial advisors, institutions, and retirement plan sponsors. Their flagship products include the Shelton S&P 500 Index Fund (SPFIX), which has received a 4-star rating from Morningstar, and the Shelton Sustainable Equity Fund (NEXTX) for environmentally conscious investors. The firm is known for its personalized approach, authentic client service, and strong commitment to high ethical standards.