A Strategy For every role in your client’s portfolio
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Shelton Capital Management is a multi-strategy boutique asset manager built around a simple idea: every investment solution should have a clear role in a client’s portfolio. Through Shelton Client Multi-Asset Active and Passive Process (Shelton Client MAPP™), we organize strategies by the roles they are designed to support: from growth and income to tax awareness, diversification, volatility management, and implementation efficiency.
This framework helps advisors move beyond product categories and focus on portfolio fit: what the client needs, which strategy may support that need, and which vehicle best aligns with the desired implementation.
Click the image below to Explore Shelton’s Product Suite
Shelton Capital Management is a multi-strategy boutique asset manager built around a simple idea: every investment solution should have a clear role in a client’s portfolio. Through Shelton Client Multi-Asset Active and Passive Process (Shelton Client MAPP™), we organize strategies by the roles they are designed to support: from growth and income to tax awareness, diversification, volatility management, and implementation efficiency.
This framework helps advisors move beyond product categories and focus on portfolio fit: what the client needs, which strategy may support that need, and which vehicle best aligns with the desired implementation.
Strategy-to-role reference
Use this reference to identify which Shelton Client MAPP™ role each Shelton strategy family is designed to support. Filter by role to focus the view. Strategies may serve more than one role.
| Capital Appreciation |
Income | Tax-Aware | Risk Reduction |
Turnkey Solutions |
|
|---|---|---|---|---|---|
| U.S. Equity (Core Growth) | |||||
| Small & Mid-Cap Equity | |||||
| International Equity | |||||
| Sustainable Equity | |||||
| Nasdaq & S&P Index Funds | |||||
| Fixed Income / Bonds & Credit | |||||
| Equity Income (Option Overwrite & Spreads) | |||||
| Tax Loss Harvesting Strategies | |||||
| ETF Model Portfolios |
The Five portfolio roles
Capital Appreciation
For your clients who need a long-term growth sleeve within their broader portfolio, Shelton provides equity-focused strategies that span efficient large-cap index replication, international exposure, emerging markets, and sustainability-oriented thematic equity, .
What to Listen For as an Advisor from your Client
- I’m looking for long-term growth, but I’m not sure where to invest next.
- I have time before retirement and want to grow my portfolio.
Income
For your clients who need diversified sources of portfolio income, Shelton provides fixed income and equity income strategies designed to generate cash flow and total return through a flexible, research-driven process across U.S. taxable and tax-exempt markets, high yield, investment grade, dividend-paying stocks, and specialized income strategies.
What to Listen For as an Advisor from your Client
- I need cash flow, but I still want my investments to continue growing.
- I don’t want to outlive my savings.
Tax-Aware
Concentrated positions, embedded gains, and major wealth events can create complex planning needs for your clients. Shelton Capital Management’s tax-aware strategies can help advisors address those considerations while maintaining investment exposure and supporting conversations around income generation, diversification, and portfolio transitions.
What to Listen For as an Advisor from your Client
- I have a concentrated stock position, but I don’t want a large tax bill.
- I’d like to diversify my portfolio without creating unnecessary capital gains.
Risk Reduction
For your clients who need diversified sources of portfolio income, Shelton Capital Management provides fixed income and equity income strategies designed to generate cash flow and total return through a flexible, research-driven process across U.S. taxable and tax-exempt markets, high yield, investment grade, dividend-paying stocks, and specialized income strategies.
What to Listen For as an Advisor from your Client
- I’m worried about what another market downturn could do to my portfolio.
- I want to stay invested, but I’d feel better with less volatility.
Turnkey Solutions
When advisors want to outsource more of the investment management process, Shelton Capital Management’s turnkey solutions provide risk-managed portfolios designed to help scale implementation while keeping client relationships at the center of business activity.
What to Listen For as an Advisor from your Client
- I don’t want to take a lot of risk but I know I need to be invested.
- I’m nervous about the markets and wonder if I should be in or out. I’ve made those mistakes in the past.
Find The Right Solution
Explore Our Product Suite
Browse mutual funds, ETFs, SMAs, and more.
Common Questions
Grouping by portfolio role shifts the focus from product structure to portfolio function, helping advisors evaluate strategies based on the need they are intended to address before selecting the most appropriate vehicle.
Strategies are assigned based on the primary portfolio function they are designed to serve, taking into account their investment objective, underlying exposures, sources of return and risk, and how they may complement other allocations within a broader portfolio.
The appropriate vehicle depends on how the strategy is intended to be implemented within the portfolio. Considerations may include tax sensitivity, liquidity, customization, account size, trading flexibility, and operational preferences.
A portfolio role identifies the primary function a strategy is intended to serve within the broader asset allocation and helps frame how it may interact with other portfolio exposures. A strategy may serve more than one portfolio role.
Scroll up to the Strategy-To-Role Reference chart to explore the strategies associated with each portfolio role. Select a strategy to visit its corresponding landing page.
Contact Us for More Information
We have a team of professionals dedicated to supporting the needs of our advisor clients.
Important Information
Shelton Client MAPP™ is a Multi-Strategy Active and Passive Process for organizing investment strategies by the roles they are designed to support in client portfolios. It is an advisor-facing portfolio-construction framework intended to help advisors identify which Shelton strategies may be appropriate for specific portfolio roles. It does not constitute investment advice, a guarantee of investment outcomes, or a representation that any strategy will achieve its intended portfolio role.
Shelton Client MAPP™ maps strategies to intended portfolio roles — not guaranteed investment outcomes. Role classifications reflect intended portfolio purpose only and are for advisor use. All investments involve risk, including possible loss of principal. Past performance does not guarantee future results. Portfolio holdings are subject to change and should not be considered a recommendation to buy individual securities. Fund information is not intended to represent future portfolio composition.
Investors should consider a fund’s investment objectives, risks, charges, and expenses carefully before investing. The prospectus contains this and other information about the fund. To obtain a prospectus, visit www.sheltoncap.com or call (800) 955-9988. A prospectus should be read carefully before investing.
INVESTMENTS ARE NOT FDIC INSURED OR BANK GUARANTEED AND MAY LOSE VALUE.
