Stringer Risk Managed Strategies

Shelton Asset Management
1125 17th St
#2550
Denver, CO 80202
Phone: 800-955-9988
Fax: 303-534-5627
Stringer Risk Managed Strategies | Shelton Capital Management

Gary Stringer, CFA
Sr. Portfolio Manager

Gary Stringer

Gary Stringer, CFA is a Senior Portfolio Manager at Shelton Capital Management. Prior to this role, he served as the President and Chief Investment Officer for Stringer Asset Management, LLC (SAM) and led the portfolio management efforts for the Firm’s separately managed account portfolios. In this role, he worked with the team to develop the Firm’s investment management process, strategic and tactical allocations, as well as security selection. Prior to co-founding SAM in February 2013, Mr. Stringer was a Managing Director at Morgan Keegan and Company, Inc. where he served as the Director of Investments for Morgan Keegan’s Wealth Management Services division. Mr. Stringer holds a Bachelor of Science degree in Marketing from the University of Maryland, as well as the Chartered Financial Analyst (CFA) designation, and is a member of the CFA Society Austin. He has also completed the Securities Industry Institute sponsored by the Securities Industry and Financial Markets Association and the Wharton School. Additionally, Mr. Stringer speaks at various industry conferences and is a frequent contributor to financial industry publications.

Kim Escue, CFA
Portfolio Manager

Kim Escue

Kim Escue, CFA, serves as a Portfolio Manager at Shelton Capital Management. Previously, she was a Co-Founder and Senior Portfolio Manager at Stringer Asset Management, LLC, responsible for the daily management of both the Firm’s mutual funds and separately managed account portfolios, and spent over 15 years at Morgan Keegan & Company, Inc. as a Due Diligence Analyst and member of the firm’s Investment Strategy Committee. She earned a Bachelor of Business Administration and Masters of Business Administration from the University of Memphis. She also holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of Memphis. Additionally, Ms. Escue is a frequent contributor to various financial industry publications.

Chad Keller, CFP®
Portfolio Manager

Chad Keller

Chad Keller, CFP® is a member of the investments team and works on the quantitative analysis, factor-biases, and asset allocation of the assets under advisement and separately managed account portfolios. Prior to serving as Portfolio Manager at Shelton, Mr. Keller served as Portfolio Manager, Chief Operating Officer, and Chief Compliance Officer for Stringer Asset Management, LLC (SAM). Prior to co-founding SAM, Mr. Keller was a Senior Investment Specialist at Morgan Keegan and Company, Inc. where he worked with investment and economic data daily, and was responsible for monitoring the risk characteristics of several of the Firm’s discretionary models. Mr. Keller earned a Bachelor of Arts degree in Economics from the University of Tennessee and a Master of Business Administration from the University of Memphis. He also holds the Certified Financial Planner™ (CFP®) designation. Additionally, Mr. Keller is a frequent contributor to various financial industry publications.

Jonathan Bernstein, CIMA®
Client Portfolio Manager

Jonathan Bernstein

Jonathan Bernstein, CIMA® is responsible for business development, marketing and communication. Prior to co-founding and serving as Vice President and Sales & Marketing Director for Stringer Asset Management, LLC (SAM), Mr. Bernstein was a Senior Vice President and the Director of Sales and Consulting at Morgan Keegan and Company, Inc. He has spent his career working with financial advisors on effective communication, objective consulting and best practice training. He is an accomplished and dynamic presenter with extensive experience in communication, project management, operations management, and is a frequent contributor to financial industry publications. Mr. Bernstein earned a Bachelor of Science degree in Business Administration and Finance from Brooklyn College and holds the Certified Investment Management Analyst® (CIMA®) designation. Living in Katy, Texas, he is married with three children and is a valued resource in his community.

More Articles

Tariffs & Earnings

Tariffs & Earnings

While the U.S. Federal Reserve (Fed) is clearly concerned about the uncertainty surrounding the impact of tariffs on the economy,…

Credit Markets React to Tariffs

Credit Markets React to Tariffs

Similar to the equity market’s response to the recently announced tariffs, the bond market responded with a widening of credit…

The Beat Goes On

The Beat Goes On

The U.S. economy is experiencing a remarkable period of economic stabilization and growth characterized by resilient personal income and spending,…

Getting Back to Normal: The Yield Curve

Getting Back to Normal: The Yield Curve

The yield curve measures the difference between short-term, intermediate-term, and long-term Treasury yields. Typically, short-term yields are lower than long-term…

Important Risk Information

State Street Global Advisors (SSGA) is now State Street Investment Management. Please click here for more information.

Investing involves risk including the risk of loss of principal.

ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETFs net asset value. Brokerage commissions and ETF expenses will reduce returns.

This communication is not intended to be an investment recommendation or investment advice and should not be relied upon as such.

The S&P 500® Index is a product of S&P Dow Jones Indices LLC or its affiliates (“S&P DJI”) and have been licensed for use by State Street Global Advisors. S&P®, SPDR®, S&P 500®,US 500 and the 500 are trademarks of Standard & Poor’s Financial Services LLC (“S&P”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”) and has been licensed for use by S&P Dow Jones Indices; and these trademarks have been licensed for use by S&P DJI and sublicensed for certain purposes by State Street Global Advisors. The fund is not sponsored, endorsed, sold or promoted by S&P DJI, Dow Jones, S&P, their respective affiliates, and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of these indices.

Distributor: ALPS Distributors, Inc., member FINRA, is distributor for SPDR® S&P 500®, SPDR® S&P MidCap 400® and SPDR® Dow Jones Industrial Average, all unit investment trusts. ALPS Distributors, Inc. is not affiliated with State Street Global Advisors Funds Distributors, LLC.

Before investing, consider the funds’ investment objectives, risks, charges and expenses. To obtain a prospectus or summary prospectus, which contains this and other information, call 1.866.787.2257 or visit www.ssga.com. Read it carefully.

None of State Street Corporation, State Street Global Advisors, SSGA Funds Management, Inc. or any of their affiliates or subsidiaries (“State Street”) are affiliated with Vettafi ETF Strategist. However, State Street may enter into, and may have entered into, certain marketing arrangements with Vettafi ETF Strategist, including arrangements relating to SPDR® ETFs. State Street does not endorse Vettafi ETF Strategist and disclaims any liability associated with Vettafi ETF Strategist.

All information is from SSGA unless otherwise noted and has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.

The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your tax and financial advisor.

The whole or any part of this work may not be reproduced, copied or transmitted or any of its contents disclosed to third parties without SSGA’s express written consent.

© 2025 State Street Corporation - All Rights Reserved.

Not FDIC Insured – No Bank Guarantee – May Lose Value

5491895.4.1.AM.RTL
SPD004323
Expiration: 11/30/2026