Attentive

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

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This

is not a good plan

for
retirement

Confused?

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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

  • ’Tis the Season +

    For people over age 70 1/2, this is the time to make sure that the required minimum distributions have been Read More
  • Dollar-Cost Averaging +

    As we work with new clients or are adding additional investment dollars with our existing clients you may hear Mike Read More
  • What to do with your First Eagle Fund settlement check +

    You may deposit them back into the account to which the shares derived, which will be marked as a 60-day Read More
  • Tax Proposal: What does it mean for you? +

    Standard deductions under the proposal will almost double to $12,200 for individuals and to $24,400 for married couples, the web Read More
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