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Home / Investment Solutions / Separately Managed Accounts / Active Allocation Solutions
Home / Investment Solutions / Separately Managed Accounts / Active Allocation Solutions

Active Allocation Solutions

A Risk Managed Investment Philosophy

Management Team

Gary Stringer
Senior Portfolio Manager

Gary Stringer, CFA
Kim Escue
Portfolio Manager

Kim Escue, CFA
Chad Keller
Portfolio Manager

Chad Keller, CFP®
Jonathan Bernstein
Client Portfolio Manager

Jonathan Bernstein, CIMA®
Gary Stringer

Senior Portfolio Manager

Gary Stringer, CFA

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.

 

Kim Escue

Portfolio Manager

Kim Escue, CFA

Kim Escue, CFA, serves as a Portfolio Manager at Shelton Capital Management. Previously, she was a Co-Founder and Senior Portfolio Manager at Stringer Asset Management, LLC, responsible for the daily management of both the Firm’s mutual funds and separately managed account portfolios, and spent over 15 years at Morgan Keegan & Company, Inc. as a Due Diligence Analyst and member of the firm’s Investment Strategy Committee. She earned a Bachelor of Business Administration and Masters of Business Administration from the University of Memphis. She also holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of Memphis. Additionally, Ms. Escue is a frequent contributor to various financial industry publications.

 

Chad Keller

Portfolio Manager

Chad Keller, CFP®

Chad Keller, CFP® is a member of the investments team and works on the quantitative analysis, factor-biases, and asset allocation of the assets under advisement and separately managed account portfolios. Prior to serving as Portfolio Manager at Shelton, Mr. Keller served as Portfolio Manager, Chief Operating Officer, and Chief Compliance Officer for Stringer Asset Management, LLC (SAM). Prior to co-founding SAM, Mr. Keller was a Senior Investment Specialist at Morgan Keegan and Company, Inc. where he worked with investment and economic data daily, and was responsible for monitoring the risk characteristics of several of the Firm’s discretionary models. Mr. Keller earned a Bachelor of Arts degree in Economics from the University of Tennessee and a Master of Business Administration from the University of Memphis. He also holds the Certified Financial Planner™ (CFP®) designation. Additionally, Mr. Keller is a frequent contributor to various financial industry publications.

 

Jonathan Bernstein

Client Portfolio Manager

Jonathan Bernstein, CIMA®

Jonathan Bernstein, CIMA® is responsible for business development, marketing and communication. Prior to co-founding and serving as Vice President and Sales & Marketing Director for Stringer Asset Management, LLC (SAM), Mr. Bernstein was a Senior Vice President and the Director of Sales and Consulting at Morgan Keegan and Company, Inc. He has spent his career working with financial advisors on effective communication, objective consulting and best practice training. He is an accomplished and dynamic presenter with extensive experience in communication, project management, operations management, and is a frequent contributor to financial industry publications. Mr. Bernstein earned a Bachelor of Science degree in Business Administration and Finance from Brooklyn College and holds the Certified Investment Management Analyst® (CIMA®) designation. Living in Katy, Texas, he is married with three children and is a valued resource in his community.

Learn More About Our Approach

Press Release

Shelton Capital aligns Stringer Strategies under Shelton Active Allocation brand.

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The Cash Indicator

A blend of various risk gauges across typically low-correlated equity and fixed income asset classes.

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Three layers of Risk Management

There are several challenges to the basic assumptions of asset allocation modeling that we address as part of our process.

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Dashboard

A monthly snapshot of our market outlook, Cash Indicator reading, and current tactical positioning across equity, fixed income, and alternatives.

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Recession Tracker

A ‘four dimensions of economic health’ framework to provide a clear, data-driven view of the economy and recession risk by tracking four key indicators inspired by the National Bureau of Economic Research (NBER).

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Shelton Scorecard

A weekly market snapshot that brings together performance across major asset classes, interest rates, the U.S. Treasury yield curve, and key economic events to provide a clear view of current market conditions.

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Three Steps to Tax-Aware Investing

Taxes can take a big bite out of investment gains.
Here are a few steps that we take to potentially let our investors enjoy more of their investment gains.

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Podcast

Check out our monthly podcast on global macro, fixed income, and practice management.

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Commentary

Check out our monthly commentary through trusted third-party platforms like ETF Trends.

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Join the mailing list

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Contact Us for More Information

We have a team of professionals dedicated to supporting the needs of our advisor clients.

WA OR CA NV ID MT AK HI WY UT CO AZ NM TX OK AR KS NE SD ND MN IA MO WI MI IL IN OH KY TN WV MS AL GA FL SC NC VA LA DE MD PA NY ME VT NH MA RI CT NJ
Laura Bevill, CAIA
West Region Laura Bevill, CAIA Director, Advisor Services
Jason Shidler
Central Region Jason Shidler Director, Advisor Services
Matt Gunter
Great Lakes Region Matt Gunter Director, Advisor Services
Jeff Medina
Southeast Region Jeff Medina Director, Advisor Services
Patrick Murphy
Northeast Region Patrick Murphy National Sales Manager
West — Laura Bevill, CAIA▼
Central — Jason Shidler▼
Great Lakes — Matt Gunter▼
Southeast — Jeff Medina▼
Northeast — Patrick Murphy▼
Institutional Sales — Tony Brown ▼

Important Information

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. Some of the firm’s strategies allocate client’s investment management assets among exchange-traded funds (“ETFs”). A GIPS Report along with a complete list and description of all composites is available by
calling (800) 955-9988. 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.

Past performance is not indicative of future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares when redeemed may be worth more or less than their original cost. Current performance may be higher or lower than the performance data quoted. Advisory fees and any other expenses incurred in the management of the account will reduce actual returns. The performance of any individual portfolio may not be considered comparable to the Composite performance. Net returns are calculated by reducing the gross returns by either the highest tier of the composite’s fee schedule or the highest fee charged to any account in the composite, whichever produces a more conservative net return for the respective period.

ETFs are offered by prospectus. Investors should carefully consider a fund’s investment objectives, risks and charges before investing. The prospectus contains this and other information. Your financial advisor can provide prospectuses which you should read carefully before investing. Any discussion of the individual securities that comprise a portfolio is provided for informational purposes only and should not be deemed a recommendation to buy or sell any security.

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The information contained in this section of Shelton Capital Management’s website is intended for use by Institutional Investors in the United States only. It is not intended for use by non-U.S. entities or retail investors. "Institutional Investor" means any:

  • person described in FINRA Rule 4512(c), regardless of whether that person has an account with a FINRA member, includes;
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By closing this window and entering the website, you expressly acknowledge that you have checked and confirmed that you are accessing this site from the United States for purposes of acquiring information as an Institutional Investor as defined above.

For Financial Professionals

The information contained in this section of Shelton Capital Management’s website is intended for use by Institutional Investors in the United States only. It is not intended for use by non-U.S. entities or retail investors. "Institutional Investor" means any:

  • 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;
  • any other person (whether a natural person, corporation, partnership, trust or otherwise) with total assets of at least $50 million;
  • governmental entity or subdivision thereof; employee benefit plan that meets the requirements of Section 403(b) or Section 457 of the Internal Revenue Code and has at least 100 participants, but does not include any participant of such a plan;
  • qualified plan, as defined in Section 3(a)(12)(C) of the Act, that has at least 100 participants, but does not include any participant of such a plan; FINRA member or registered associated person of such a member; and, person acting solely on behalf of any institutional investor.

By closing this window and entering the website, you expressly acknowledge that you have checked and confirmed that you are accessing this site from the United States for purposes of acquiring information as an Institutional Investor as defined above.

Individual Investors

The information contained in this section of Shelton Capital Management’s website is intended for use by Institutional Investors in the United States only. It is not intended for use by non-U.S. entities or retail investors. "Institutional Investor" means any:

  • 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;
  • any other person (whether a natural person, corporation, partnership, trust or otherwise) with total assets of at least $50 million;
  • governmental entity or subdivision thereof; employee benefit plan that meets the requirements of Section 403(b) or Section 457 of the Internal Revenue Code and has at least 100 participants, but does not include any participant of such a plan;
  • qualified plan, as defined in Section 3(a)(12)(C) of the Act, that has at least 100 participants, but does not include any participant of such a plan; FINRA member or registered associated person of such a member; and, person acting solely on behalf of any institutional investor.

By closing this window and entering the website, you expressly acknowledge that you have checked and confirmed that you are accessing this site from the United States for purposes of acquiring information as an Institutional Investor as defined above.

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