Liquid Portfolio

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Yielding Portfolio

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Balance Portfolio

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Growth Portfolio

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Smart Contract Investment Management Services

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A personalized investment portfolio is crucial for achieving your long-term financial goals.

The Shelton Estate Family Office –

“Nurturing and safeguarding wealth.”

Effective investment management goes beyond the mere buying and selling of assets. It involves crafting a robust investment strategy that aligns with the investor’s individual needs, preferences, and lifestyle.

To achieve this, a well-designed investment management plan should include global diversification of assets. A skilled investment manager can also unlock exclusive opportunities in the private market that are not accessible to the public.

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Shelton Estate Family

Office Investment Philosophy

The process of growing your wealth should be simple and free of hassle. We strive to relieve our clients of any stress or anxiety by ensuring their wealth is in the hands of capable experts, giving them the peace of mind, they deserve.

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Our investment philosophy strategies on achieving our core aims:

• Wealth preservation

Our wealth preservation principles guarantee that your wealth remains resilient and doesn’t lose value over time. We achieve this by designing internationally diversified, inflation-resistant strategies that aim to preserve and grow your wealth for generations to come.

• Steady returns

Our focus is on nurturing and maximizing your wealth over the long run. We meticulously cherry pick and select the most promising investments that have the potential to help you achieve your financial objectives.

• Asset allocation

Combining local insights with a global presence, we curate superior investment portfolios that boast exceptional diversification. Our approach involves blending the best assets to create a customized financial plan tailored to your specific risk preferences.

• Undervalued assets

As private market investment experts, we scout for opportunities with the highest potential at the lowest prices. By minimizing costs, we ensure that you and your family receive more returns.

• Trust

Gaining the trust of our clients is of utmost importance to our identity and the services we offer. Please feel free to reach out to us anytime to discuss your wealth management plan.

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Building a Financially Secure Future for You and Your Family

Investing in high-quality assets is one of the most dependable ways to safeguard and grow your wealth. Our team of leading investment experts specializes in creating personalized financial plans for clients and their families.

We understand that culture, religion, and lifestyle play a crucial role in financial decision-making. That’s why we provide hassle-free, 360-degree service that takes into account your unique circumstances and financial goals.

Our experienced advisors are experts at identifying and mitigating investment risks. We leave no stone unturned in securing the best options for our clients, ensuring that your wealth is managed effectively and efficiently.

We pride ourselves on providing exceptional day-to-day management of your wealth, allowing you to relax and enjoy your spare time while we take care of the rest.

At our firm, your financial security and success are our top priorities. Trust us to help you build a solid foundation for a financially secure future for you and your family.

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Shelton Estate & CO.

Family Office Investment Principles

At the core of our investment process are our investment principles, which guide us in delivering returns for our clients.

Global diversification

We discover exceptional investment opportunities across various regions, asset classes, market sectors, and revenue sources.

Long-term investment

We leverage longer time frames to achieve superior outcomes for our clients and help them reach their goals.

Manager selection

We collaborate solely with the most robust candidates, leveraging market inefficiencies to achieve high-return potential.

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Liquid Portfolio

Low risk

The Shelton Estate liquid portfolio offers highly liquid mutual credit assets that provide stable income distributions along with some potential capital gains. This low to moderate risk solution is completely liquid, ensuring ease of access. It comprises an allocation in money markets and credit strategies to generate income.

• Credit Strategies
• Money Market

Information:

This solution is investors seeking cash management, stable income, minimal exposure to volatility, and the option to redeem the full investment amount would find this solution appropriate, particularly those with a low-risk appetite.

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Yielding Portfolio

Low to moderate risk

The yielding portfolio provides stable income-generating assets from around the world that offer consistent income distributions. This semi-liquid solution comprises a diverse range of liquid and illiquid investments, such as real estate, private credit, and more. Its objective is to provide investors with enhanced yields and returns by complementing low-risk income-generating liquid opportunities with illiquid yield-generating investments.

• Thematic Portfolio Yielding
• Core Portfolio Yielding
• Credit Strategies

Information:

This solution is investors who are looking for increased yields and returns, moderate volatility, and the option to redeem half of the portfolio amount would find this solution appropriate.

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Balanced Portfolio

Moderate to high risk

The balanced portfolio aims to deliver reliable capital gains returns by investing in asset classes that have a proven track record. This portfolio comprises a wide range of investment programs and funds, including private equity, real estate, and more, ensuring true diversification. Its objective is to generate superior total returns while maintaining a moderate yield and partial liquidity.

• Core Portfolio Yielding
• Thematic Portfolio Growth
• Core Portfolio Growth
• Credit Strategies

Information:

This solution is for investors with moderate to high risk tolerance and longer investment horizons seeking capital gains would find this solution appropriate.

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Growth Portfolio

High risk

This portfolio aims to capitalize on market dislocations around the world and generate exceptional capital gains returns. The growth portfolio comprises a diverse range of capital growth programs and funds, such as growth sectors and venture capital, among others. Its objective is to achieve superior capital gains in the medium to long term by leveraging unique market opportunities.

• Thematic Growth
• Core portfolio growth

Information:

This solution is appropriate for investors who are willing to take on higher risks and are seeking significant capital gains.

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