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Industry Veteran David Lucier Joins Shelton Capital Management

Newest member of Sales & Marketing team enhances commitment to Advisor community

Denver, June 27, 2023 — Shelton Capital Management today announced that David Lucier has joined the firm as Director of Advisor Services covering the northeastern United States. Based in Boston, MA, David will manage the invaluable relationship Shelton Capital has with wealth managers, independent financial advisors and other financial service providers.

“David’s background and experience is a great fit given Shelton Capital Management’s focus on serving the professional advisor. Our growing suite of sophisticated investment solutions supported by a team of professionals has us well-positioned to compete for allocations in portfolios recommended by advisors to their clients,” said Managing Director Dennis Clark.

David has over 20 years of experience working with the intermediary, asset management and institutional sales channels delivering innovative investment products, services and solutions. Before joining Shelton Capital Management, David held several senior sales and national account roles including positions at Janus Henderson Investors, and Primark Capital. David earned a bachelor’s degree from the University of Massachusetts Amherst and currently holds FINRA Series 6, 7, 8, 9, 10, 63, and 65 registrations.

“As a rapidly growing boutique firm with a highly professional and experienced team, I am looking forward to reengaging with my advisor clients and establishing new advisor relationships to deliver Shelton Capital’s portfolio solutions,” said Mr. Lucier.

For additional information on this or any of the firm’s investment solutions, please contact Shelton Capital Management at (800) 955-9938 or visit the website at https://www.sheltoncap.com/.

About Shelton Capital Management

Shelton Capital Management is a multi-strategy asset manager offering investment solutions including mutual funds and separate accounts to the clients of wealth managers, the retirement plan market, and individual investors. Founded in 1985, Shelton Capital Management has maintained consistent investment principles and a steadfast focus on authentic customer service. Shelton Capital Management manages over $4.2 billion in client assets as of 6/20/23. For additional information, please visit https://www.sheltoncap.com/ or call (800) 955-9938.

Important Information

Mutual funds are offered through RFS Partners, a member of FINRA and an affiliate of Shelton Capital Management.

Investors should carefully consider a fund’s investment objectives, risks, charges and expenses before investing.  The prospectus contains this and other information about the fund. To obtain a prospectus, visit https://www.sheltoncap.com/ or call (800) 955-9988. A prospectus should be read carefully before investing.  There are no assurances that a fund will achieve its objective and/or strategy. Investments are not FDIC insured or bank guaranteed and may lose value.

INVESTMENTS ARE NOT FDIC INSURED OR BANK GUARANTEED AND MAY LOSE VALUE.

Author

  • Dennis Clark

    Dennis Clark joined the firm in January 2011 and is responsible for developing sales, marketing,  and strategy initiatives. Dennis had a long career as a senior executive at Charles Schwab and for the prior ten years as president of Advisor Partners. Dennis earned a B.S. in Finance from the University of Oregon.

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  • person described in FINRA Rule 4512(c), regardless of whether that person has an account with a FINRA member, includes;
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  • 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.

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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.

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