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
Episodes
7 episodes
May Review & Outlook: Higher Food and Energy Prices Are Not Enough to Derail the U.S. Economy
In this month’s market update, Gary Stringer, Senior Portfolio Manager at Shelton Capital Management, discusses why higher food and energy prices are pressuring consumers, but may not be enough to derail the broader U.S. economy. He examines th...
The Fed Pivot: What a Policy Shift Could Mean for Markets
In this episode of Real Investment Insights, Client Portfolio Manager, Jonathan Bernstein, and Senior Portfolio Manager, Gary Stringer, discuss how a potential shift in Federal Reserve leadership could influence interest rates, balance sheet po...
When Currency Matters: Navigating International Equity Returns
In this episode of Shelton Capital Management’s Real Investment Insights, Jonathan Bernstein, Client Portfolio Manager, is joined by Gary Stringer, Senior Portfolio Manager, to discuss how currency movements can shape international equity retur...
April Review & Outlook: Beyond the Headlines, A Broader Opportunity Emerges.
In this month’s market update, Gary Stringer, Senior Portfolio Manager at Shelton Capital Management, shares our first quarter 2026 review and outlook. He discusses why recent geopolitical volatility has dominated headlines, but may be obscurin...
Prosperity Engine
What is powering the U.S. economy as we move through 2026?In this episode of Real Investment Insights, Client Portfolio Manager, Jonathan Bernstein, sits down with Sr. Portfolio Manager, Gary Stringer, to discuss the role of productivity...
Rotation, Not Recession: A Broadening Market Emerges
» Market Rotation: Volatility seems the most concentrated in software businesses, while market leadership is broadening toward other sectors.» Economic Resilience: Ending 2025 with 4% growth, the economy remains strong and ...
Resilient By Design: Why the U.S. Economy Keeps Surprising
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,...
