Shelton Capital Management | Real Investment Insights
Shelton Capital Management (Shelton) is a boutique investment firm that helps investors pursue their financial goals through tailored investment solutions and human-centric customer service.
Founded in 1985, the company provides mutual funds, ETFs, ETF-Based Portfolios, and separately managed accounts to the clients of wealth managers, retirement plans, and individual investors.
As of January 31st, 2026, the firm manages more than $7 billion in assets across fixed income portfolios, U.S. equity and international equity strategies, ESG solutions, and equity income products leveraging our expertise in options. Over the decades, we’ve collected awards from established sources such as Morningstar, Lipper, Forbes Advisor, and Pension & Investments.
The company continues to add key employee talent and expand their institutional expertise.
Shelton is headquartered in Denver, Colorado with additional offices in San Francisco.
For more information, visit www.sheltoncap.com
Shelton Capital Management | Real Investment Insights
Resilient By Design: Why the U.S. Economy Keeps Surprising
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Look past the headlines
• Today’s backdrop is dominated by geopolitical tension, shifting central bank leadership, and lingering inflation concerns.
• For disciplined investors, the focus is on the structural drivers beneath the noise, and the U.S. economy continues to show diversified resilience despite elevated uncertainty.
The labor market looks flat, but the details matter
• Net new job growth has been close to zero since August 2024, yet the unemployment rate has remained remarkably steady.
• The apparent disconnect is explained by a simultaneous cooling in labor force growth, which has moved in the same direction as job growth.
Productivity is the more important story
• With much of the federal government downsizing likely behind us, employment gains may be modest from here.
• The bigger story is worker efficiency, as productivity can help support growth while moderating inflation pressures.
Read the full commentary: https://www.etftrends.com/etf-strategist-content-hub/rotation-not-recession-a-broadening-market-emerges/
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Visit: http://sheltoncap.com/stringer to explore our approach.