Shelton Capital Management is an investment management firm that offers a wide variety of separately managed account strategies, including fixed income, equity, tactical credit, and options-based portfolios. Shelton Capital Management works with individual clients, institutional investors, and retirement plans, often delivering strategies through financial advisors, brokers, or direct retail accounts. The firm emphasizes a disciplined, long-term approach to building portfolios based on fundamental research, quantitative analysis, and data science. Clients can choose from diverse investment styles, such as sustainable and ESG-screened portfolios, municipal bonds, international equities, and active allocation strategies designed to manage risk and generate cash flow.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.40% |
| $5.0M - $15.0M | 0.30% |
| $15.0M - $50.0M | 0.20% |
| $50.0M - $100.0M | 0.15% |
| $100M+ | 0.10% |
Rates shown reflect advisor-distributed aggregate bond strategies. Fees vary significantly by strategy, distribution channel (retail direct vs. advisor), and account size, ranging up to 2.20% for certain retail direct equity strategies.