Dallas, TX, March 16, 2026 – McElhenny Sheffield Capital Management (McElhenny Sheffield) is proud to announce that four of its actively managed tactical ETF strategies— the MSCM Sector Rotation, MSCM Trend Plus, MSCM TPSR, and MSCM Trend X strategies—achieved PSN Top Guns status within Zephyr’s PSN manager database for the fourth quarter of 2025.
“It is a privilege to be recognized as one of the best performers in our field,” said Bruce Fraser, Founder and Managing Director of McElhenny Sheffield. “This recognition demonstrates our commitment to protecting investors’ financial futures through a disciplined, proven, conservative, tactical ETF strategy. Secondarily, we seek to provide a growth component to investor portfolios,” said Mr. Fraser.
“McElhenny Sheffield is well-positioned as a tactical satellite portfolio for advisors who need to protect their clients’ core growth portfolio with a conservative, not aggressive, allocation,” said Grant Morris, CFA, CFP® at McElhenny Sheffield. “The Top Guns Awards have validated our rules-based approach to managing risk for clients.”
Note that past performance is not indicative of future results. Investing involves risk and principal loss is possible.
About the PSN Top Guns Awards
The PSN Top Guns Award, created by Zephyr, is a distinguished quarterly ranking of top-performing ETF and separately managed account managers. The list is an important reference point for asset managers, institutional investors, and allocators.
About McElhenny Sheffield
McElhenney Sheffield believes that avoiding material losses is the foundation of successful long-term investing. Risk management and capital preservation are the firm’s top priorities. To that end, the firm follows a rules-based, momentum-driven, trend-following approach, rather than a buy-and-hold strategy.
Clients include independent-thinking investment advisors across the U.S., large investment allocators, and high-net-worth individuals and families looking for a second opinion. McElhenny Sheffield also provides sub-advisory services for RIAs and financial advisors. The firm was founded in Dallas, TX, in 2000 and currently manages more than $760 million in assets under management.
For More Information
For more information, please contact Milin Iyer, Sondhelm Partners, at (703) 752-1510 or milin@sondhelmpartners.com.