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Shelton Capital Management By Your Side A Partner
 Tailored investment solutions and a team you can count on Explore Our Product Suite 40+ $7B+ (800) 955-9988 30+ Years of service
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Welcome to Shelton Capital Management

Shelton is an award-winning, multi-strategy boutique asset manager founded in 1985. We offer tailored solutions that help advisors elevate the experience they deliver to every client including mutual funds, ETFs, and SMAs. Our investment professionals combine deep research and disciplined decision-making designed to uncover opportunity and manage risk. We are the responsive, accessible partner you want by your side when leading client conversations every day. As of April 30, 2026, our firm has grown to manage over $7 billion in assets. Download Form CRS.

Shelton continues to earn industry recognition for its outstanding investment performance. Over the decades, we’ve collected a multitude of awards from established sources such as Morningstar, Lipper, Forbes Advisor, and Pension & Investments. From performance to workplace culture, Shelton is proud to represent the standard of excellence in the industry. 

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Expertise Shaped By Experience

Advisors who work with Shelton have access to the people behind the strategies, bringing clarity, continuity, and confidence to client conversations.

Direct access to portfolio managers.

More focused decision-making.

Institutional-caliber strategies.

Independent and privately held for more than 40 years.

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Find The Right Solution

Explore Our Product Suite

Browse mutual funds, ETFs, SMAs, and more.

Guided by Values

Market Mastery

Client needs are rarely one-size-fits-all. Our process is hands-on, with ideas tested, debated, and refined in real time. By pairing fundamental insight with efficient execution, Shelton’s approach seeks to identify opportunities where active selection can uncover alpha.

Accessibility

Shelton’s boutique structure supports direct access, open communication, and a more connected client experience. Expertise is shared clearly and practically, helping advisors stay close to the investment thinking behind the strategies they use.

Foresight

We fuse decades of experience with strategic and innovative thinking, anticipating the needs of future generations and building long-term solutions to support them.

Resources and Insights

Explore market commentary, firm updates, and practical insights designed to support portfolio discussions and client communication.

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Literature

Documents about all of our investment solutions and information to help maintain your client’s account.

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Commentary

Market observations, investment perspectives, and timely insights designed to support more informed portfolio conversations.

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Value Add Shelton Growth Lab (1)

Shelton Growth Lab

Your hub for upcoming events, value-add content, and insights to help deepen advisor-client relationships.

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In The News

We are proud to provide thought leadership within the investment community. Our Portfolio Managers consistently add their insight to the newsroom through our pillars of knowledge, experience and focus.

Contact Us for More Information

We have a team of professionals dedicated to supporting the needs of our advisor clients.

WA OR CA NV ID MT AK HI WY UT CO AZ NM TX OK AR KS NE SD ND MN IA MO WI MI IL IN OH KY TN WV MS AL GA FL SC NC VA LA DE MD PA NY ME VT NH MA RI CT NJ
Laura Bevill, CAIA
West Region Laura Bevill, CAIA Director, Advisor Services
Jason Shidler
Central Region Jason Shidler Director, Advisor Services
Matt Gunter
Great Lakes Region Matt Gunter Director, Advisor Services
Jeff Medina
Southeast Region Jeff Medina Director, Advisor Services
Josh Fudge
Northeast Region Josh Fudge National Sales Manager
West — Laura Bevill, CAIA▼
Central — Jason Shidler▼
Great Lakes — Matt Gunter▼
Southeast — Jeff Medina▼
Northeast — Josh Fudge▼
Institutional Sales — Tony Brown ▼

Available Sites

For Institutions and Consultants

The information contained in this section of Shelton Capital Management’s website is intended for use by Institutional Investors in the United States only. It is not intended for use by non-U.S. entities or retail investors. "Institutional Investor" means any:

  • person described in FINRA Rule 4512(c), regardless of whether that person has an account with a FINRA member, includes;
  • a bank, savings and loan association, insurance company or registered investment company;
  • an investment adviser registered either with the SEC under Section 203 of the Investment Advisers Act or with a state securities commission (or any agency or office performing like functions) or;
  • any other person (whether a natural person, corporation, partnership, trust or otherwise) with total assets of at least $50 million;
  • governmental entity or subdivision thereof; employee benefit plan that meets the requirements of Section 403(b) or Section 457 of the Internal Revenue Code and has at least 100 participants, but does not include any participant of such a plan;
  • qualified plan, as defined in Section 3(a)(12)(C) of the Act, that has at least 100 participants, but does not include any participant of such a plan; FINRA member or registered associated person of such a member; and, person acting solely on behalf of any institutional investor.

By closing this window and entering the website, you expressly acknowledge that you have checked and confirmed that you are accessing this site from the United States for purposes of acquiring information as an Institutional Investor as defined above.

For Financial Professionals

The information contained in this section of Shelton Capital Management’s website is intended for use by Institutional Investors in the United States only. It is not intended for use by non-U.S. entities or retail investors. "Institutional Investor" means any:

  • person described in FINRA Rule 4512(c), regardless of whether that person has an account with a FINRA member, includes;
  • a bank, savings and loan association, insurance company or registered investment company;
  • an investment adviser registered either with the SEC under Section 203 of the Investment Advisers Act or with a state securities commission (or any agency or office performing like functions) or;
  • any other person (whether a natural person, corporation, partnership, trust or otherwise) with total assets of at least $50 million;
  • governmental entity or subdivision thereof; employee benefit plan that meets the requirements of Section 403(b) or Section 457 of the Internal Revenue Code and has at least 100 participants, but does not include any participant of such a plan;
  • qualified plan, as defined in Section 3(a)(12)(C) of the Act, that has at least 100 participants, but does not include any participant of such a plan; FINRA member or registered associated person of such a member; and, person acting solely on behalf of any institutional investor.

By closing this window and entering the website, you expressly acknowledge that you have checked and confirmed that you are accessing this site from the United States for purposes of acquiring information as an Institutional Investor as defined above.

Individual Investors

The information contained in this section of Shelton Capital Management’s website is intended for use by Institutional Investors in the United States only. It is not intended for use by non-U.S. entities or retail investors. "Institutional Investor" means any:

  • person described in FINRA Rule 4512(c), regardless of whether that person has an account with a FINRA member, includes;
  • a bank, savings and loan association, insurance company or registered investment company;
  • an investment adviser registered either with the SEC under Section 203 of the Investment Advisers Act or with a state securities commission (or any agency or office performing like functions) or;
  • any other person (whether a natural person, corporation, partnership, trust or otherwise) with total assets of at least $50 million;
  • governmental entity or subdivision thereof; employee benefit plan that meets the requirements of Section 403(b) or Section 457 of the Internal Revenue Code and has at least 100 participants, but does not include any participant of such a plan;
  • qualified plan, as defined in Section 3(a)(12)(C) of the Act, that has at least 100 participants, but does not include any participant of such a plan; FINRA member or registered associated person of such a member; and, person acting solely on behalf of any institutional investor.

By closing this window and entering the website, you expressly acknowledge that you have checked and confirmed that you are accessing this site from the United States for purposes of acquiring information as an Institutional Investor as defined above.

Please read through all of the Terms and Conditions of Use above to continue