Think Differently. Invest Smarter.

Think Differently. Invest Smarter

The only path for truly successful long-term investing is to avoid material losses. As investment managers, we make risk management and minimizing losses our top priority.

WHAT WE DO

Disciplined, Rules-Based Strategies Designed to Provide Consistent Returnsand  Reduced Risk

Disciplined, Rules-Based Strategies Designed to Provide Consistent  Returns and  Reduced Risk

McElhenny Sheffield Capital Management (MSCM) has provided institutional-grade stability and growth since 2000, navigating diverse market environments through a disciplined, rules-based tactical investment approach.

  • Disciplined strategies that employ rigorous, rules-based methodologies to enhance risk-adjusted returns
  • Capital preservation mandate prioritizing downside protection as a cornerstone of long-term capital appreciation
  • Market-agnostic flexibility dynamically adapts to evolving economic conditions across the full market spectrum
  • Targeted alpha generation seeks returns comparable to a 100% equity allocation over time with a risk profile generally superior to a traditional portfolio of 60% stocks and 40% bonds
  • Systematic risk management utilizes momentum and trend-following techniques to capitalize on opportunities while seeking to mitigate downside exposure
  • Deep institutional experience leveraging over 25 years of expertise to provide sophisticated solutions for complex investment challenges

Firm


Independent boutique
Founded in 2000

Assets


$500 MM AUM
as of 3/31/2025

Clients


Individuals & 
Institutions