Denver, January 23, 2024 — Shelton Capital Management announced today that Alyssa Zagrobski has joined the firm as Director of Retirement Plan Services. Alyssa will be responsible for developing Shelton’s retirement plan services channel, focusing on establishing new relationships with small and medium sized companies looking to offer its employees a quality retirement plan delivered alongside authentic client service.
“I find Shelton’s commitment to supporting small and medium sized businesses over the past three decades consistent with my passion to help address the retirement crisis which continues to affect millions across the United States. Therefore, I am excited to join the Shelton team,” said Zagrobski. “We’re committed to finding solutions that serve this segment of the market, improve participation among the company’s employees and work to improve our clients’ financial security.”
Alyssa has an extensive background in the Defined Contribution space, most recently as a relationship manager at a digital recordkeeper where she was responsible for developing the growth strategy for new payroll and financial service partnerships. Previously, she led a team of specialists in client education and sales for retirement plans at a major insurance company. Alyssa earned a B.A. in International Affairs from the Lafayette College and an MBA from the University of San Francisco.
Shelton Retirement Plan Services is known for its concierge-level service tailored to the unique needs of small businesses. “Our team members are essential to the success of our business,” said Steve Rogers, Chief Executive Officer of Shelton Capital Management, “that is why we are delighted to welcome Alyssa to our organization. She embodies our company’s values of authentic client service, professionalism, compliance and growth, and her industry knowledge and experience will bolster our 401(k) offering.”
For additional information on these or any of the firm’s retirement plan services, please contact Shelton Capital Management at (800) 955-9938 or visit the website at http://shelton401k.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 $4.7 billion in client assets as of 12/31/2023. For additional information, please visit https://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://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.
