Shelton Capital Management Adds Options Manager to Investment Management Team

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Joe Mazzola specializes in the professional management of options strategies

Shelton Capital Management announced the addition of Joe Mazzola to its investment management team. Mr. Mazzola, formerly a Senior Strategist for TD Ameritrade, has over sixteen years of investment management experience including portfolio management, risk analysis and dynamic hedging techniques.

Shelton Capital Management manages several Separately Managed Account (SMA) strategies that seek risk reduction or enhanced income using option strategies. Barry Martin, CFA, has been the lead portfolio manager on the strategies which now totals $175 million along with GIPS-verified track records. “For years, Joe has demonstrated expertise in helping advisors implement sophisticated option strategies for the benefit of their clients. Joe has that unique ability to simplify complex concepts and terminology to be useful for wealth management practitioners” according to Mr. Martin.

“As the low interest rate environment continues to persist, advisors are looking to us for yield solutions for their clients,” said Steve Rogers, CEO “and therefore, our covered call writing strategies continue to be an attractive alternative. Joe is a welcome addition to the team as we meet the increased demand”.

Mr. Mazzola earned his Bachelor's degree in Economics at Kalamazoo College in Kalamazoo, Michigan and his MBA, Finance and Financial Management Services from DePaul University - Charles H. Kellstadt Graduate School of Business in Chicago, Illinois.

About Shelton Capital Management

Shelton Capital Management, with offices in San Francisco and Denver, has been managing client assets since 1985. As of December 31, 2014, the firm manages $1.2 billion in assets.

Shelton Capital Management offers its investment management to individual investors, retirement plans and wealth managers through a series of 12 mutual funds and in Separately Managed Accounts (SMA’s).

Please visit http://www.sheltoncap.com for more information.

Options involve risk and are not suitable for all investors. Prior to buying or selling an option, a person must receive a copy of Characteristics and Risks of Standardized Options (ODD).

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Dennis Clark

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