Award celebrates Shelton employees and the core values they exemplify every day
Denver, December 8, 2025 – Shelton Capital Management has once again been recognized as one of the top firms in investment management, earning a place on Pensions & Investments’ 2025 Best Places to Work in Money Management list for the sixth consecutive year. The honor highlights the impact of Shelton’s employees and the culture they create—one defined by professionalism, authentic client service, and deep commitment to one another.
“This recognition belongs entirely to our team,” said Steve Rogers, CEO of Shelton Capital Management. “Our employees bring our core values to life in the way they collaborate, support our clients, and show up for each other. Their energy is what makes Shelton a place where people can thrive, and I’m incredibly proud of the culture they continue to build.”
The survey results reflect Shelton Capital Management’s commitment to both financial wellness and a values-driven workplace. Nearly 100% of employees participate in the firm’s best-in-class 401(k) plan, underscoring a culture of long-term planning and personal empowerment. For example, in 2025, Shelton’s employees led the formation of a volunteer committee to deepen community impact by organizing opportunities to give back through partnerships with Project C.U.R.E., the Denver Rescue Mission, and the Young Americans Center for Financial Education.
The firm also expanded efforts to strengthen internal connection and alignment. This year, Shelton hosted department-level off-sites and a company-wide off-site to promote fresh thinking, build cross-team trust, and foster a deeper sense of shared purpose.
“As their employees attest, the companies named to this year’s Best Places to Work list demonstrate a commitment to building and maintaining a strong workplace culture,’’ said P&I Editor-in-Chief Julie Tatge. “In doing so, they’re helping their employees, clients and their businesses succeed.’’
Pensions & Investments partnered with Workforce Research Group, a research firm specializing in identifying great places to work, to conduct a two-part survey process of employers and their employees.
The first part consisted of evaluating each nominated company’s workplace policies, practices, philosophy, systems and demographics. This part of the process was worth approximately 20% of the total evaluation. The second part consisted of an employee survey to measure the employee experience. This part of the process was worth approximately 80% of the total evaluation. The combined scores determined the top companies.
For a complete list of the 2025 Pensions & Investments’ Best Places to Work in Money Management winners and profiles of the top firms across size categories, go to http://www.pionline.com/BPTW2025
About Shelton Capital Management
Shelton Capital Management (SCM) is a boutique investment firm that helps investors meet financial goals through tailored investment solutions and human-centric customer service. Founded in 1985, the company provides mutual funds, ETFs, and separately managed accounts to the clients of wealth managers, retirement plans, and individual investors. As of 9/30/25, the firm manages over $6 billion across fixed income portfolios, U.S. equity and international equity strategies, ESG solutions, and equity income products leveraging our expertise in options. Over the decades, we’ve collected awards from established sources such as Morningstar, Lipper, Forbes Advisor, and Pension & Investments. The company continues to add key employee talent and expand their institutional expertise. Shelton is headquartered in Denver, Colorado with additional offices in San Francisco. For more information, visit www.sheltoncap.com/.
About Pensions & Investments
Pensions & Investments, owned by Crain Communications Inc., is the 52-year-old global news source of money management and institutional investing. P&I is written for executives at defined benefit and defined contribution retirement plans, endowments, foundations, and sovereign wealth funds, as well as those at investment management and other investment-related firms. Pensions & Investments provides timely and incisive coverage of events affecting the money management and retirement businesses. Visit us at www.pionline.com.
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Media Contact:
Christina Robben
pr@sheltoncap.com
