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Shelton Equity Income Fund Investor Shares (EQTIX)

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16.84 +0.01    +0.06%
04/06 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 688.27M
Shelton Core Value Direct 16.84 +0.01 +0.06%

EQTIX Overview

 
On this page you'll find an in-depth profile of Shelton Equity Income Fund Investor Shares. Learn about the key management, total assets, investment strategy and contact information of EQTIX among other information.
Category

Derivative Income

Total Assets

688.27M

Expenses

0.71%

Inception Date

35317

Contact Information

Address Ste. 2550, Denver, CO 80202
Denver,CO 80202
United States
Phone 1-800-955-9988
Fax 415-421-2019

Top Executives

Name Title Since Until
Nick Griebenow Derivatives Trader 2019 Now
Biography Nick Griebenow, CFA, is a Portfolio Manager for Shelton Capital Management’s Option Overlay Strategies. Mr. Griebenow has extensive knowledge in option strategies and was previously a Senior Derivatives Trader at a large national brokerage firm. He received a B.A. from Colorado State University.
Barry Martin Portfolio Manager 2018 Now
Biography Barry Martin, CFA, is a Portfolio Manager for Shelton Capital Management’s Option Overlay Strategies. Mr. Martin specializes in option strategies and has been managing options for over 20 years. He received a B.S. from the University of Arizona and has earned the right to use the Chartered Financial Analyst (CFA®) designation.
Stephen C. Rogers CEO, Portfolio Manager 2003 Now
Biography Steve Rogers is the Chief Executive Officer and Portfolio Manager at Shelton Capital Management. Steve has over 30 years of experience and joined Shelton Capital in 1993. He earned an MBA from the University of California, Berkeley and a B.A. from the University of Iowa.
Roderick G. Baldwin Portfolio Manager 1996 2002
Biography Baldwin is a portfolio manager with CCM Partners, his employer since early 1999. Prior to joining the firm, he was director of index investment management of BofA Capital Management, where he was employed from 1976 to 1999.
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