Explore Shelton Capital Management’s Sustainable Lineup
Shelton Sustainable Equity Fund
The Fund’s investment objective is to achieve long-term capital appreciation by investing in stocks in the sustainable economy.
Green California Tax-Free Income Fund
The Fund’s investment objective is to seek high current tax-free income for California residents.
Green Municipal Bond Portfolio/SMAs
The Shelton Green Municipal Bond Portfolio Strategy seeks to hold a diversified portfolio of municipal bonds that support environmentally beneficial projects, including green infrastructure, clean water, renewable energy, energy efficiency, climate resilience, and other eligible municipal initiatives.
Overview
Shelton Capital Management’s sustainable solutions are designed for investors and advisors seeking environmental, green, or sustainable investment solutions across both equity and fixed income allocations.
In equities, Shelton actively manages portfolios that seek long-term capital appreciation through investments in companies participating in the sustainable economy. This approach combines a macroeconomic growth thesis shaped by scientific, demographic, and climate trends with rigorous bottom-up company research to identify businesses believed to have above-average growth potential.
Shelton also brings ESG and impact investing experience to U.S. fixed income markets, with strategies designed for clients seeking environmental screening, tax-aware income solutions, or customized sustainable bond exposure.
Strategy objective
These strategies are designed to provide investors and advisors with access to sustainable investment solutions that support long-term growth, income needs, and portfolio construction goals through equity and fixed income allocations with environmental, social, and governance considerations.
Advisor Relevance
For advisors, Shelton’s sustainable solutions may support client conversations around environmental investing, sustainable equity exposure, green municipal bonds, and ESG-aware portfolio construction.
Potential advisor discussion points:
- Long-term growth through sustainable equity exposure.
- Environmental and impact-focused fixed income allocations.
- Tax-aware municipal bond strategies.
- Sustainable economy investing.
- Portfolio diversification across equity and fixed income solutions.
- Client demand for environmental, green, or sustainable investment approaches.
Investment philosophy
The philosophy behind Shelton Capital Management’s sustainable strategies is that sustainable investing should be approached through disciplined research, thoughtful portfolio construction, and clear alignment with client goals.
In equities, that means focusing on companies participating in the sustainable economy and positioned for long-term structural growth. In fixed income, it means applying ESG and impact considerations in ways that may support income needs, risk awareness, and broader portfolio objectives.
Contact Us for More Information
We have a team of professionals dedicated to supporting the needs of our advisor clients.
Explore market commentary
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RFP & DDQ Trends in Investment Management
The institutional RFP environment is becoming more challenging, more continuous, and more operationally demanding.
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Weekly Equity Income Commentary – March 12, 2026
Mar. 12, 2026 – Read the Equity Income Team’s weekly commentary as they touch on the VIX closing in on 30.
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Portfolio Manager Bruce Kahn, on Carbon Capture and Energy Transition Initiatives
Portfolio Manager Bruce Kahn, Ph.D, highlights the ongoing commitment to investments centered around carbon capture and other energy transition initiatives
Important Considerations
Past performance does not guarantee future results. Prospective clients should carefully consider the fees and expenses associated with any investment. All investments carry a certain degree of risk, including the possible loss of principal and there are specific risks that apply to each investment strategy.
The strategies are subject to several risks, any of which could cause an account to lose money. The environmental focus may limit investment options available and may result in lower returns than returns of strategies not subject to such investment considerations. There are no assurances that the strategies will achieve their objective. Investing in securities of small and medium sized companies, even indirectly, may involve greater volatility than investment in larger and more established companies. There are management fees and other charges associated with the Shelton Separately Managed Account programs.
Any projections or other forward-looking statements regarding future events or performance of markets, companies, or otherwise are not necessarily indicative of, and may differ from, actual events or results. Supporting documentation for any claims, comparisons, recommendations, statistics or other technical data will be furnished upon request.
Shelton Capital Management is an investment adviser in Denver, CO. Shelton Capital Management is registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. Shelton Capital Management only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of Shelton Capital Management’s current written disclosure brochure filed with the SEC which discusses among other things, Shelton Capital Management’s business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov INVESTMENTS ARE NOT FDIC INSURED OR BANK GUARANTEED AND MAY LOSE VALUE.
This information does not constitute advice or recommendation or offer to sell or a solicitation to deal in any security or financial product. It is provided for information purposes only and on the understanding that the recipient has sufficient knowledge and experience to be able to understand and make their own evaluation of the proposals and services described herein, any risks associated therewith and any related legal, tax, accounting or other material considerations. To the extent that the reader has any questions regarding the applicability of any specific issue discussed above to their specific portfolio or situation, prospective investors are encouraged to contact Shelton Capital Management or consult with the professional advisor of their choosing.
Diversification does not assure a profit or protect against loss.
