A complete list of active advisors currently associated with Shannon Investment Management

Warmer can help you find a great advisor at Shannon Investment Management or one who fits your needs even better.

The firm provides fee-only, discretionary investment management and ongoing investment guidance to individuals, families, trusts, businesses and nonprofit entities. It focuses on managing client assets and explicitly does not provide financial planning or tax advice. Portfolios are built primarily with passively managed exchange-traded funds (with mutual funds and, when appropriate, individual stocks or bonds used selectively) and reflect a framework grounded in modern portfolio theory, market-efficiency research and a mix of strategic and tactical asset allocation. The firm conducts fundamental market analysis using mainstream financial publications and research services and emphasizes low-cost, diversified exposure while monitoring market conditions. The adviser’s principal brings more than three decades of institutional investing and trading experience, including leadership over multi‑billion-dollar strategies, a background that is uncommon for a small advisory practice with a concentrated client roster. The firm recommends Interactive Brokers as its custodian, relies on custodian-driven reporting and fee administration, and discloses operational reliance on third-party service providers.

To learn more about the advisors currently working at Shannon Investment Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
James Shannon	Falmouth, MA	11

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