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We provide our clients with reliable and trustworthy financial advice, and we never charge a commission.

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We offer personalized advice to our clients in-person, but we've also written a series of articles here on our website to help you demystify the lingo and get a handle on the basics of investing and finance.

Fee-Only Financial Managers with a Fiduciary Responsiblity to our Clients

Learn how we can help you plan for the future

About Attentive Investment Managers

Attentive Investment Managers, Inc. is a fee-only independent Registered Investment Advisor located in Stockton, California. At AIM, we work with each client to create and manage their investment portfolio, while meeting their stated objectives for growth, income, and risk tolerance.

Whether you're a first-time investor wanting to take control of your financial future, or a seasoned investor with a large portfolio, we can help. Our experienced investment advisors can help you craft a plan and manage your portfolio, including 401k and Roth IRA accounts, educational savings accounts, SEP retirement programs, individual investment accounts and more.

Schedule a free, no-obligation consultation to find out if AIM is the best fit for you and your financial future!

Schedule a Consultation

Market Update

Here is a look at how the markets are performing today. Feel free to enter the symbols of any stocks you're interested to see their status.

Remember, one day doesn't make or break your financial strategy. You're in this for the long haul!

From the Blog

  • Charitable Contributions Using RMD’s +

    This is a savvy strategy that will reduce your RMD dollar for dollar (up to $100,000) and thereby reduces the Read More
  • Designating Beneficiaries & Owning an Inherited Retirement Account +

    Avoid stretch IRA confusionWhen a beneficiary inherits your IRA, they get the option to 'stretch' the Required Minimum Distributions (RMD). Read More
  • Estate Planning +

    With all of the different aspects of Estate Planning, it is important to understand that these tools are important for Read More
  • DNR – A Life Choice +

    For patients with a terminal condition there is a separate form that is recognized by the Emergency Medical Service Authority Read More
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