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Home / Active Allocation Solutions / Shelton Capital Aligns Stringer Strategies Under Shelton Active Allocation Brand
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Shelton Capital Aligns Stringer Strategies Under Shelton Active Allocation Brand

Name change is intended to create clearer strategy branding for advisors currently using the portfolios

DENVER, July 6, 2026 — Shelton Capital Management announced today that the Shelton Stringer Strategies will be renamed the Shelton Active Allocation Strategies, reflecting the next phase of the integration of Stringer Asset Management into Shelton Capital Management. For advisors and platform users, this is a name change only. The investment team, portfolio management process, investment philosophy, risk management framework, and advisor communication approach remain unchanged.

The strategy name changes are expected to be as follows:

Current Strategy NameNew Strategy Name
Shelton/Stringer Income StrategyShelton Active Allocation Income Strategy
Shelton/Stringer Income with Growth StrategyShelton Active Allocation Income with Growth Strategy
Shelton/Stringer Conservative Growth StrategyShelton Active Allocation Conservative Growth Strategy
Shelton/Stringer Moderate Growth StrategyShelton Active Allocation Moderate Growth Strategy
Shelton/Stringer Growth StrategyShelton Active Allocation Growth Strategy
Shelton/Stringer Tactical Opportunities StrategyShelton Active Allocation Tactical Strategy

The name change follows Shelton Capital Management’s completed asset purchase of Stringer Asset Management’s business earlier this year. Since that time, the strategies have continued to be managed by the same investment team, led by Gary Stringer, using the same risk-managed allocation process that has guided the portfolios across the Income, Income with Growth, Conservative Growth, Moderate Growth, Growth, and Tactical Opportunities strategies.

“This is the logical next step in the integration into Shelton and will help us further leverage the broader sales, marketing, and distribution capabilities of our new firm as we move forward under the Shelton brand,” said Jonathan Bernstein, Client Portfolio Manager at Shelton Capital Management. “For advisors already using the strategies, the key message is straightforward: the name is changing, but the team, process, philosophy, and communication they have come to know remain the same.”

The strategies will continue to use a risk-managed allocation process that incorporates long-term strategic allocation, tactical positioning, and the team’s Cash Indicator framework. The strategies are designed to provide advisors with allocation portfolios across a range of investor objectives, from income-oriented to growth-oriented allocations, subject to platform availability and advisor suitability considerations.

The Shelton Active Allocation Strategies name is intended to provide advisors with a clearer connection to the strategies’ active, risk-managed allocation approach while also reflecting the broader operational, distribution, marketing, and client-service resources now available through Shelton Capital Management.

Shelton Capital Management expects to continue providing advisor-facing market and portfolio communications under the Shelton Active Allocation Strategies name, including economic updates, dashboards, monthly reviews and outlooks, trade rationales, and related strategy updates.

“This is a name change only,” said Gary Stringer, Senior Portfolio Manager at Shelton Capital Management. “The team, process, philosophy, and commitment to communication remain unchanged. We have settled into our new home at Shelton, and we are excited to continue serving the advisors and teams who use these strategies under the Shelton brand.”

The name change will be implemented in coordination with Shelton Capital Management’s platform and distribution partners over the next several weeks. Existing clients are not expected to need to take any action as a result of the name change.

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, ETF-based portfolios and separately managed accounts to the clients of wealth managers, retirement plans and individual investors. As of June 30, 2026, the firm manages more than $7.5 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, Shelton has collected awards from established sources such as Morningstar, Lipper, Forbes Advisor, and Pensions & Investments. The company continues to add key employee talent and expand their institutional expertise. Shelton is headquartered in Denver, Colorado, with additional offices in Memphis, San Francisco, St. Louis. For more information, visit www.sheltoncap.com.

Media Contact:
Christina Robben
(720)-871-7229
pr@sheltoncap.com

Author

  • Gary Stringer

    Gary Stringer, CFA is a Senior Portfolio Manager at Shelton Capital Management. Prior to this role, he served as the President and Chief Investment Officer for Stringer Asset Management, LLC (SAM) and led the portfolio management efforts for the Firm’s separately managed account portfolios. In this role, he worked with the team to develop the Firm’s investment management process, strategic and tactical allocations, as well as security selection. Prior to co-founding SAM in February 2013, Mr. Stringer was a Managing Director at Morgan Keegan and Company, Inc. where he served as the Director of Investments for Morgan Keegan’s Wealth Management Services division. Mr. Stringer holds a Bachelor of Science degree in Marketing from the University of Maryland, as well as the Chartered Financial Analyst (CFA) designation, and is a member of the CFA Society Austin. He has also completed the Securities Industry Institute sponsored by the Securities Industry and Financial Markets Association and the Wharton School. Additionally, Mr. Stringer speaks at various industry conferences and is a frequent contributor to financial industry publications.

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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;
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