Mcelhenny Sheffield Capital Management, LLC

McElhenny Sheffield Capital Management is an investment advisory firm founded in 2000 and based in Dallas, Texas. The firm primarily manages client assets through separately managed accounts, utilizing proprietary quantitative models focused on trend-following and momentum strategies across exchange-traded funds, equities, debt, options, and futures. McElhenny Sheffield Capital Management offers several tactical strategies, including Trend Plus, Sector Rotation, TPSR, and Trend X, which uses leveraged exchange-traded funds and is intended for qualified clients with a high risk tolerance. Additionally, the firm serves as a sub-adviser for an actively managed exchange-traded fund, provides model portfolios to third parties, and offers comprehensive financial planning services covering business planning, cash flow, college savings, estate planning, and retirement analysis. The firm works with individuals, high net worth individuals, businesses, retirement accounts, and other institutional clients.