Shannon Investment Management LLC

Overview

Shannon Investment Management LLC (SIM) is a fee-only investment advisor based in Massachusetts, founded by James E. Shannon, CFA. The firm provides investment guidance and manages client accounts on a discretionary basis, focusing on long-term exposure to global capital markets while emphasizing fee and expense management. SIM is registered with the Commonwealth of Massachusetts Securities Division. The firm's investment strategy centers on constructing diversified portfolios using passively managed exchange-traded funds and notes (ETFs/ETNs). This approach aims to achieve diversification, low costs, tax efficiency, transparency, low tracking error, and high liquidity. SIM serves clients without a minimum account size requirement, ensuring that investment decisions are suitable and economically viable for each client. James E. Shannon, CFA, brings over 25 years of experience in the financial markets, having previously served as president and portfolio manager of Sun Life Investments LLC, managing $3 billion in total-return bonds. His extensive background includes roles at Sun Life Financial, New England Mutual Life Insurance Company, Fleet National Bank, and Boston Safe Deposit & Trust Company, where he was responsible for analyzing, investing, and trading a wide range of assets to meet the needs of various institutional investors. Jim holds a B.A. from Providence College and an M.B.A. from Babson College.