DENVER, January 16th, 2026 – Shelton Capital Management (“Shelton”) announced today it will complete the acquisition of Stringer Asset Management (“Stringer”) effective as of the close of business on January 29th.
The entire Stringer team will become employees of Shelton Capital Management and continue their focus on the advisory space, managing assets through UMA and SMA accounts in the same manner as it always has.
Stringer and Shelton have notified the Board of Trustees of the Stringer Tactical Adaptive Risk Fund that the acquisition will have the effect of terminating the Stringer’s investment management agreement on January 29, 2026. Following that date, Stringer will no longer serve as the fund’s investment adviser.[i]
Central to Stringer’s core philosophy and process are their conservative investment approach, including its proprietary Cash Indicator, and the support of the financial advisors who use Stringer, including access to the Stringer portfolio management team. The entire team looks forward to continuing to support financial advisors and their clients.
“We are extremely excited to get this across the finish line,” said Gary Stringer, president and chief investment officer of Stringer. “Both sides really took the care and due diligence in getting to know our respective businesses and in so doing are ready to hit the ground running.”
“The synergy of the two teams working towards this milestone has been fantastic,” said Steve Rogers, chief executive officer of Shelton. “We are excited to get to work on the next phase with the entire team. Their ETF-based SMA strategies are scalable, behaviorally informed and built for advisor implementation.”
“We are very pleased with strong response from advisors and our distribution partners, and additionally about our team’s integration so far,” said Jonathan Bernstein, vice president and director of sales and marketing of Stringer. “The more we work together, the clearer our cultural alignment is.”
Under the agreement, the Stringer team will continue its philosophy and portfolio management processes. The partnership will enable the Stringer team to leverage Shelton’s extensive operational expertise, national distribution network and robust marketing and client-service infrastructure.
About Shelton Capital Management
Shelton Capital Management (Shelton) is a boutique investment firm that helps investors pursue their 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, institutions, retirement plans, and investors. As of December 31st, 2025, the firm manages nearly $6.5 billion in assets 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/.
Media Contact:
Christina Robben
(720)-871-7229
pr@sheltoncap.com
[i]The acquisition of Stringer by Shelton will constitute a change of control of Stringer and result in the termination of the investment management agreement in respect of the Stringer Tactical Adaptive Risk Fund by operation of law under the Investment Company Act of 1940, as amended.
