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Home / Investment Solutions / Separately Managed Accounts / Stringer Risk Managed Strategies
Home / Investment Solutions / Separately Managed Accounts / Stringer Risk Managed Strategies

Stringer Risk Managed Strategies

A Risk Managed Investment Philosophy

Management Team

Gary Stringer
Sr. 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

Sr. 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

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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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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Podcast and Commentary

Check out our weekly podcast and market commentary through trusted third-party platforms like ETF Trends.

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Contact Us for More Information

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

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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
Josh Fudge
Northeast Region Josh Fudge National Sales Manager
West — Laura Bevill, CAIA▼
Central — Jason Shidler▼
Great Lakes — Matt Gunter▼
Southeast — Jeff Medina▼
Northeast — Josh Fudge▼
Institutional Sales — Tony Brown ▼

Important Information

Stringer Asset Management, operating at Shelton Capital Management, generally provides services through model portfolios on a sub-advisory business. The firm primarily allocates client’s investment management assets among exchange-traded funds (“ETFs”) and secondarily among mutual funds. A GIPS Report along with a complete list and description of all composites is available at www.sheltoncap.com/stringer or by calling (800) 955-9988. Stringer Asset Management LLC claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. The Tactical Opportunities Composite includes all portfolios that mainly invest in equity and alternative ETFs selected from the global investment opportunity set. The Tactical Composite has risk characteristics similar to that of the broad equity market and include but are not limited to equity risk, international investing risk and capitalization risk. The total returns presented are gross and net of fees. Advisory fees and any other expenses incurred in the management of the account will reduce actual returns.

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.

Available Sites

For Institutions and Consultants

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.

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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