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Shelton Capital Management Review

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Shelton Capital Management

Shelton Capital Management is a registered investment advisor (RIA) that serves a variety of clients from individuals to institutional entities such as large businesses and charitable organizations. Formed in the 1980s, the firm currently oversees more than $2 billion in assets under management (AUM). 

Shelton Capital Management Background

Shelton Capital Management first kicked off operations in 1985. It formed as a limited partnership (LP) under Claifornia law. However, its main base of business is in Denver, Colorado. It’s owned by RFS Inc., which in turn is owned by a family trust. Stephen C. Rogers serves as the firm’s current CEO and co-trustee to the family trust. 

What Types of Clients Does Shelton Capital Management Accept?

Shelton Capital Management currently serves the following types of clients: 

  • Individuals
  • Estates
  • Trusts
  • Profit-sharing plans
  • Businesses
  • Charities
  • Plans under the Employee Retirement Income Security Act (ERISA)
  • Private funds
  • Proprietary mutual funds

Shelton Capital Management Minimum Account Size

Shelton Capital Management has no set minimum account size for most of its investment advisory services. One exception is its wrap fee program, which typically requires at least $100,000 investments from new clients. The firm or affiliates will determine minimum account requirements on a case-by-case basis. 

Services Offered by Shelton Capital Management

Shelton Capital Management primarily delivers investment advisory services through separately managed account programs. It may provide investment advice directly to the client’s account or serve as a sub-advisor to an investment account sponsored by a different financial services entity. 

In addition, the firm can extend its services to ERISA plans and non-ERISA accounts. 

Shelton Capital Management Investment Philosophy

Shelton Capital Management may utilize a variety of strategies to help its diverse clientele meet their various investment goals. In doing so, it may turn to fundamental research, charting analysis, cyclical analysis or technical analytical tools. 

These methods collectively involve analyzing companies, sectors, industries and global economies to make investment decisions. The firm draws from the information it gathers to help their clients meet long-term goals. In doing so, the firm may invest across several different asset classes including equity and fixed income

Fees Under Shelton Capital Management

Fees charged by Shelton Capital Management vary, depending on the needs of the client, any applicable portfolio restrictions and the account’s distribution channel. These fees are generally charged as a percentage of assets under management (AUM). At its discretion, the firm may negotiate a minimum fee arrangement. 

Shelton Capital Management does not make any current fee schedules publicly available. 

What to Watch Out For

Shelton manages multiple funds with different fees, objectives and time horizons. Because the advisor must allocate his or her time across different funds, the advisor may be incentivised to devote more effort to funds charging higher fees. However, the firm upholds a code of ethics that reinforces the advisors’ duties as fiduciaries. This means their foremost priority is working in the best interests of their clients. 

Disclosures

As of the time of this writing, Shelton Capital Management had no disciplinary events to disclose. For the latest information, you can access its Form ADV via the website of the Securities and Exchange Commission (SEC). 

Opening an Account With Shelton Capital Management

To contact Shelton Capital Management, call 800-955-9988. 

Where Is Shelton Capital Management Located?

The firm is headquartered at 1875 Lawrence Street, Suite 300, Denver, Colorado 80202.

Its other offices are at:

580 California Street, 16th Floor, San Francisco, California 94104

777 West Putnam Avenue, Greenwich, Connecticut 06830 

Tips for Finding the Right Financial Advisor 

  • To find a local advisor, use SmartAssets’s pro matching tool. After you answer a few questions about your goals and preferences, it connects you with up to three financial advisors in your area - and provides their profiles for easy comparing and contrasting.
  • When considering financial advisors, ask whether they have any certifications. The certified financial planner (CFP) designation, for example, requires advisors to work as fiduciaries. This means they must always provide advice in your best interest or face legal penalties. To learn more, read our article on the top 10 financial certifications.

All information was accurate as of the writing of this article.

How Many Years $1 Million Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Least
Most
Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology To determine how long a $1 million nest egg would cover retirement costs in cities across America, we analyzed data on average expenditures for seniors, cost of living and investment returns.

First, we looked at data from the Bureau of Labor Statistics (BLS) on the average annual expenditures of seniors. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in the largest U.S. cities.

We assumed the $1 million would grow at a real return (interest minus inflation) of 2%. This reflects the typical return on a conservative investment portfolio. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.

Sources: Bureau of Labor Statistics (BLS), Council for Community and Economic Research