Shannon Investment Management

Overview

Shannon Investment Management is a small, owner-operated limited liability company providing discretionary portfolio management to individuals, families and small businesses. The firm charges fees as a percentage of assets under management and focuses heavily on publicly traded equities, using exchange-traded vehicles as the primary means of client exposure. It does not position itself as a multi-state adviser or pension consultant and is not identified as an active ESG investor. Although Shannon Investment Management is not structured as a capital allocator running external funds, its investment mix shows deliberate use of third-party alternative managers for specific needs—private placements, private credit and real estate—alongside traditional equity portfolios. The firm also deploys annuity products for clients where guaranteed income or insurance-wrapped solutions are appropriate. That combination suggests a hybrid approach: equity-first portfolios supplemented by private-market and insurance solutions for yield, income and diversification.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices