Dennis Clark Email & Phone Number

San Francisco Bay Area

Shelton Capital Management is a multi-strategy asset manager offering investment solutions including mutual funds and separate accounts to the clients of wealth managers, the retirement plan market, and individual investors. Founded in 1985, Shelton Capital Management has maintained consistent investment principles and a steadfast focus on delivering authentic customer service. With offices in San Francisco, Denver and Greenwich, CT, Shelton Capital Management manages over $3 billion in client assets as of 9/30/2020.

Advisor Partners provides unique investment products and portfolio solutions to investment professionals who serve high-net-worth individuals and institutions. Co-founded in 2001 by Barra, Inc. founder Andrew Rudd, PhD, and long-time Schwab executive Dennis Clark, Advisor Partners specializes in the construction and management of customized, actively-managed, index-based “core” equity separate accounts.

San Francisco Bay Area

Dennis held various sales and general management roles and was a key contributor in the phenomenal success of Schwab’s Services for Investment Managers from 1989 to 1996. During this period, assets directed to Schwab by independent registered investment advisors grew from less than $1 billion to over $150 billion.