Explore Shelton Capital Management’s Fixed Income Lineup
Overview
Shelton Capital Management offers actively managed fixed income strategies for investors seeking income, total return and a thoughtful approach to fixed income investing in changing market conditions. Our investment team focuses on the U.S. high-yield, investment-grade taxable and tax-exempt bond markets using both top-down and bottom-up research in portfolio construction.
Shelton Capital Management also has experience incorporating environmental, social and governance considerations in U.S. fixed income investing. For investors and advisors interested in ESG or impact-aware approaches, we offer funds and strategies that consider these factors alongside broader investment objectives.
Strategy objective
These strategies are designed to seek income and total return through active management across key segments of the U.S. fixed income market.
Advisor Relevance
For advisors, fixed income strategies may support client conversations around:
- Taxable and tax-exempt income.
- Active bond portfolio management.
- Credit and rate-cycle positioning.
- ESG- and impact-aware fixed income approaches.
- Diversification within broader portfolio construction.
Investment philosophy
Our fixed income philosophy is grounded in the view that bond markets are shaped by more than yield alone. Economic conditions, business cycle shifts, changes in interest rates, and credit trends can all influence risk and return across sectors and securities.
That is why our process combines top-down macro views with bottom-up research. We evaluate broader market conditions while also analyzing individual issuers and bond structures, seeking to build portfolios that reflect both opportunity and discipline.
Where appropriate, we also incorporate ESG considerations into the research process. In fixed income, these factors may offer additional insight into issuer quality, long-term risk, and portfolio alignment with investor preferences.
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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Weekly Fixed Income Commentary – October 8, 2026
Economic Commentary Our Take The ISM prices paid index reaching its highest level in more than four years raises additional inflation concerns, particularly as services inflation has historically proven more persistent than goods inflation. Therefore, it should be no surprise that recent speeches by FOMC members articulate continued commitment to controlling inflation yet are mixed…
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Weekly Fixed Income Commentary – October 1, 2026
Economic Commentary Our Take The general consensus is that the economy remains strong, the consumer remains resilient, inflation is still elevated, uncertainty around the conflict with Iran persists, and interest rates continue to move higher while bond market volatility remains elevated. There are many ways this story reverses – AI spending slows down if the…
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Weekly Fixed Income Commentary – September 25, 2026
Economic Commentary Our Take Interest rates have been spiking almost relentlessly lately, on account of strong economic growth, high energy prices, supply shocks, and a Fed rate hike cycle. Fed history suggests yields can tend to peak 2-3 months after the first hike. This time, geopolitics could play a larger role in determining whether that…
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. These risks include interest rate risk, state specific risk, income risk, call risk, credit risk, and bankruptcy risk. There is no assurance that an investment will provide positive performance over any period of time. Investors should understand that bond yields generally increase with the risk level and the time to maturity. Any financial indices referenced herein as benchmarks are provided for informational purposes only. The use of benchmarks has limitations because portfolio holdings and characteristics will differ from those of the benchmark(s), and such differences may be material. You cannot make a direct investment in an index. 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.
