SHELTON CAPITAL MANAGEMENT

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The Pope and the Climates of Justice

Shelton Funds are distributed by RFS Partners, a member of FINRA and affiliate of Shelton Capital Management. Green Alpha is a registered trademark of Green Alpha Advisors, LLC. SIERRA CLUB is a registered trademark of the Sierra Club.

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Alt Energy Stocks
June 21, 2015
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Shelton Capital Management adds options manager to investment management team

Shelton Capital Management has added Joe Mazzola to the firm’s investment management team. Mazzola, formerly a Senior Strategist for TD Ameritrade, has over sixteen years of investment management experience including portfolio management, risk analysis ...

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Hedge Week
January 19, 2015
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Shelton Capital Funds

Until January 1, 2012, CCM Partners used California Investment Trust as its dba. Then CCM adopted a new dba, Shelton Capital Management, in honor of its founder. Shelton still has a turnkey 401(k) business that operates under the California Investment ...

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mfwire.com
January 3, 2012
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Top 10 Low-Expense, High-Return Mutual Funds

Vanguard, Fidelity and Columbia Management Investment all scored two funds each out of a list of 10 equity mutual funds with the highest three ... shareholder in the Pittsburgh-based Legend Financial Advisors Inc. Some REITs aren't performing in a ...

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Financial Advisor Magazine
January 21, 2013
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How TD Ameritrade's patient, patient bet on RIAs is finally paying off

“That doesn’t surprise me at all,” says former chief at Schwab Institutional Dennis Clark, who is now managing director of Shelton Capital Management LLC (formerly California Investment Trust), which manages $1.07 billion of assets in mutual funds ...

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RIA Biz
July 27, 2014
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Progress in Fossil Free Investing: Shelton Green Alpha Fund

San Francisco, CA (PRWEB) July 12, 2013 The movement for Fossil Free Investing took another step forward today as 350.org, a global leader in the effort to solve the climate crisis, recognized Shelton Capital Management’s Shelton Green Alpha Fund (NEXTX ...

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redOrbit
July 11, 2013
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Shelton Capital Management Nasdaq-100 Index Fund

U.S. News evaluated 471 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers. The investment seeks to replicate the performance of the largest non-financial companies ...

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USNews
May 30, 2015
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Trading ETFs Like Stocks with Options Strategies

ETF Trends’ Tom Lydon recently sat down with Dennis Clark, Managing Director for Shelton Capital Management, to discuss the growing usage of options strategies with ETF investments. “It’s an approach that you couldn’t even talk about five years ago ...

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Yahoo Finance
June 18, 2014
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Top Portfolio Products: Putnam Launches 6 New Funds

5) Shelton Capital Introduces the Green Alpha Fund Shelton Capital Management has introduced the Shelton Green Alpha Fund (NEXTX) in response to the growing conviction that investing in companies responding to the challenges presented by a warming ...

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Think Advisor
March 22, 2013
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Seattle To Host Major "Investing For Impact" Event On March 31st For Area Financial Professionals

Shelton Capital Management; and Mel Miller, chief economist, First Affirmative Financial Network. "Investing for Impact: Seattle" will focus on how advisors can address the emerging demands of socially conscious investors by teaching the basics of ...

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The Business Journal
March 24, 2015
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SHELTON CAPITAL MANAGEMENT

2:51PM ET - GlobeNewswire Hill International Named to Zweig's 2015 Hot Firm List of the Fastest-Growing Companies in the Cons 2:45PM ET - GlobeNewswire U.S. Bank Settles Litigation Tied to Peregrine 2:25PM ET - Dow Jones Business News United Community ...

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NASDAQ
March 30, 2015
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Taiwan Greater China Fund : SHELTON GREATER CHINA FUND BEGINS TRADING AS OPEN-END VEHICLE

SAN FRANCISCO – October 10, 2011 – Shelton Capital Management (“Shelton”), an institutional investment management firm based in San Francisco, announced today that the Shelton Greater China Fund (the “Fund”) has completed the conversion to an ...

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4 Traders
November 10, 2011
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2015 Lipper Awards: Trophy winners

Institutional 877-208-0098 Oberweis Asset Management, Inc. OBIOX International Small/Mid-Cap Growth Funds Oberweis International Opportunities Fund 800-323-6166 Dimensional Fund Advisors, LP DFIGX Intermediate U.S. Government Funds DFA Intermediate ...

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Investment News
April 1, 2015
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Shelton Capital Introduces the Green Alpha Fund

SAN FRANCISCO, Calif., March 20, 2013 /PRNewswire-iReach/ -- Shelton Capital Management introduces the Shelton Green Alpha Fund (NEXTX) in response to the growing conviction that investing in companies responding to the challenges presented by a warming ...

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The Business Journal
March 20, 2013
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Hands Off or Hands On, Tech-Heavy Funds Led the Pack

The index tends to climb higher and slip farther than the S.&P. Shelton Capital Management started its Nasdaq-100 Index fund in 2000. Customers were demanding a tech fund, and the index offered a way to give them one economically, said Stephen C.

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New York Times
October 10, 2014
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Trading ETFs Like Stocks with Options Strategies

ETF Trends’ Tom Lydon recently sat down with Dennis Clark, Managing Director for Shelton Capital Management, to discuss the growing usage of options strategies with ETF investments. “It’s an approach that you couldn’t even talk about five years ago ...

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ETF Trends Setting The Pace
June 18, 2014
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Green Bond Market Heats Up After Slow Start To 2015

The number of green bond funds/mandates are also growing: during the first quarter Swedish insurance company SPP announced a green bond fund following in the footsteps of Nikko Asset Management, BlackRock, State Street, Calvert and Shelton Capital Management.

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Alt Energy Stocks
April 26, 2015
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Shelton Capital Management Core Value Fund

U.S. News evaluated 370 Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers. California Equity Investment Income is a stock picker's fund. As of October 05, 2015, the ...

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USNews
October 4, 2015
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Shelton Fund Plays by Small-Ball Dividend Strategy

Steve Rogers is CEO of Shelton Capital Management and portfolio manager to the Shelton Core Value Fund (EQTIX), a $152 million five-star Morningstar-rated equity fund focusing on dividend-paying stocks. He says his objective to beat the S&P 500 total ...

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Barron's
January 27, 2012
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San Francisco to Host "Investing for Impact" Event on March 12th as First Stop on Five-City U.S. Tour

PAX World Investments, Green Century Funds, Folio Institutional, TriLinc Global, Appleseed Fund, Calvert Foundation, Parnassus Investments, Trillium Asset Management, and Protected Investors of America.

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Market Watch
March 2, 2015
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Fund Invests In Companies Responding To Environmental Issues

San Francisco-based Shelton Capital Management has introduced the Shelton Green Alpha Fund (NEXTX) in response to the growing belief that it makes sense to invest in companies that are responding to the challenges presented by a warming, over populated ...

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Financial Advisor Magazine
April 4, 2013
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Shelton Core Value K (EQTKX)

He joined Shelton Capital Management in 1993 and serves as Chief Executive Officer of Shelton Capital Management. Mr. Rogers graduated from the University of Iowa in 1988 and earned his MBA from the University of California at Berkeley in 2000.

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Yahoo Finance
November 23, 2015
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Seattle To Host Major "Investing For Impact" Event On March 31st For Area Financial Professionals

Shelton Capital Management; and Mel Miller, chief economist, First Affirmative Financial Network. "Investing for Impact: Seattle" will focus on how advisors can address the emerging demands of socially conscious investors by teaching the basics of ...

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Market Watch
March 24, 2015
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Dennis Clark

Dennis Clark is managing director of Shelton Capital Management in San Francisco. Shelton Capital currently manages over $900 million in mutual funds and separate accounts and has recently launched the Shelton Green Alpha Fund. For more information ...

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Wealth Management
November 17, 2015
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San Francisco to Host "Investing for Impact" Event on March 12th as First Stop on Five-City U.S. Tour

Shelton Capital Management; Samantha Palm, Portfolio Manager, Parnassus Investments, Mel Miller, Chief Economist, First Affirmative Financial Network. Investing for Impact: San Francisco will focus on how advisors can address the modern demands of socially ...

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The Business Journal
March 1, 2015
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