Denver, November 28, 2023 — Shelton Capital Management today announced that Laura Bevill and Jason Shidler have joined the firm to manage and grow the invaluable relationships Shelton Capital has with wealth managers, independent financial advisors, investment consultants, and other financial service providers.
Based in San Clemente, CA, Laura will serve as Director, Advisor Services and Institutional Consultant Relations. Jason is based in Broomfield, CO and will serve as Director, Advisor Services.
“Both Laura’s and Jason’s backgrounds and experience are a great fit given Shelton Capital Management’s focus on serving advisors and institutional investors,” said Shelton Capital Managing Director Dennis Clark. “Their expertise will help us introduce our expanding suite of investment solutions to professionals across the country and position us to compete for future allocations.”
Laura has over 15 years of experience managing client relationships, product development, and business development for both traditional and alternative investment strategies. She has represented global asset managers to consultants and advisors, serviced clients and launched investment funds. Previously, Laura held positions at firms including BlueBay Asset Management and Apollo Global Management. She earned a bachelor’s degree from the California Polytechnic State University, San Luis Obispo, a master’s degree in business administration from University of Bath and is a CAIA® Charterholder.
“As a rapidly growing boutique firm with a highly professional and experienced team, I am looking forward to reengaging with my former clients and establishing new advisor relationships to deliver Shelton Capital’s portfolio solutions,” said Bevill.
Jason has spent more than two decades working with the intermediary, asset management and institutional investors delivering innovative investment products, services, and solutions. Previously, he served as Senior Sales Director and National Account Manager for Robeco, where he managed the home office relationships. Jason also held senior distribution positions across the industry. He earned a bachelor’s degree from Colorado State University and is a CAIA® Charterholder.
“I’m proud and excited to join the Shelton team, whose leadership has shown continued commitment to a growing investment product suite and a dynamic corporate culture that is fulfilling and enriching for its employees and focused on the success of its clients,” said Shidler.
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 $4.3 billion in client assets as of 9/30/23. 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.
