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Wednesday, August 26, 2020|
After 35 Years, a Fund Firm Hits $3B
A 35-year-old mutual fund firm in Colorado recently crossed above $3 billion in AUM across its mutual funds and separately managed accounts.
"It's a testament to the strength of the team and our commitment to helping advisors and their clients manage uncertain markets and achieve their investment objectives," Rogers states.
The Shelton team has been hunting for deals in recent years, especially liftouts and fund mergers. They also bought a fixed income shop last year, and earlier this year they unveiled a deal to adopt most of a fund family while merging a few funds into existing Shelton ones.
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