Shelton Capital Management is a multi-strategy asset manager that delivers sophisticated investment solutions.

Founded in 1985, Shelton Capital Management has maintained consistent investment principles and a steadfast focus on authentic client service. 

Our investment solutions include mutual funds and separately managed accounts to the clients of wealth managers, retirement plans, and individual investors. 

With offices in Denver, Shelton Capital Management manages over $3.1 billion in client assets as of 12/31/2022.


Investment Management

Shelton Capital Management

Shelton Capital Management's headquarters in Denver, CO, United States

Steve Rogers

Derek Izuel

Nick Griebenow

Dennis Clark

Greg Pusch

The Portfolio Management team at Shelton Capital Management is responsible for overseeing the company's mutual funds and separately managed accounts. This includes developing and executing investment strategies, monitoring market trends, and making informed trading decisions to maximize returns for clients. The team works collaboratively to ensure optimal asset allocation and risk management for wealth managers, retirement plans, and individual investors.

Portfolio Management

The Research and Analysis team at Shelton Capital Management is responsible for evaluating and analyzing various investment opportunities across equities and credit markets. Comprising fund administration analysts, equity research analysts, and trading operations analysts, the team conducts in-depth financial research, monitors market trends, and supports trading operations to inform portfolio management decisions and optimize investment strategies.

Research and Analysis

The Leadership Team at Shelton Capital Management sets the strategic direction and oversees the overall operations of the company. Comprised of top executives including the CEO, General Counsel, Chief Investment Officer, Chief Compliance Officer, and Managing Director, this team ensures the firm's investment principles are upheld, regulatory compliance is maintained, and client service remains exceptional. Their combined expertise drives the firm's growth and adapts its multi-strategy asset management to meet evolving market demands.

Leadership Team

The Compliance and Legal Team at Shelton Capital Management ensures that the firm's operations adhere to all regulatory requirements and legal standards. This team is responsible for overseeing compliance programs, managing legal risks, and providing guidance on regulatory changes to protect the company's integrity and client trust.

Shelton Capital Management

Org chart

Teams

Portfolio Management

Research and Analysis

Leadership Team

Compliance and Legal Team

Offices

Shelton Capital Management

Org chart

Teams

Portfolio Management

Research and Analysis

Leadership Team

Compliance and Legal Team

Offices

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