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

for
retirement

is not a good plan

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.

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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

Financial News and Tips from Attentive Investment Managers

26 May 2020
Economy
Many have received the Economic Impact Payment from the IRS, while some still await their payment. Here are some facts that you should know:Payments will be made throughout the rest of 2020. If you don’t receive a Payment this year, you can also clai...
21 May 2020
Finances
It’s Graduation time! We all recognize the difficult and unprecedented time that we are in and how that is affecting all our graduates. Whether your loved one is graduating high school or college or finishing up their master’s degree, they are someho...
08 April 2020
Financial Literacy
As you’ve learned throughout this master class, financial planning is as much about money as it is about articulating and prioritizing your goals. Your goals can be short-term or long-term, but understanding their role in the overall financial proces...
08 April 2020
Financial Literacy
As you approach retirement, you’ll want to think through your retirement income plan. Common retirement income strategies include:Drawing off the incomeAfter you’ve spent years saving for retirement and building your nest egg, you’ll want to find a b...
08 April 2020
Financial Literacy
What will happen to all your hard work after you pass away? Estate Planning is the process of making a plan ahead of time to decide who will benefit from all you accumulated during your life, and is one of the most important steps you can take to mak...
08 April 2020
Financial Literacy
Have you invested for retirement? Do you have extra cash flow? After you’ve built up a solid retirement base, here are some other strategies to consider:Individual or joint accountsGeneral investment accounts provide you with flexibility. Individual ...

With the easing restrictions of the California Shelter in Place order, we have resumed our normal business hours in the office. As before, we are taking steps to ensure the safety of our staff and clients:

  • Surfaces will be sanitized regularly
  • We have several bottles of hand sanitizer as well as anti-bacterial soap and a sink in the office along with disposable masks should you like one.
  • When possible, we will continue to maintain social distancing and when not possible all the staff has masks.
  • Masks are not required for you to enter our office.
  • We are more than happy to meet with you in office but still maintain the capability for web meetings or telecoms. And as always can be flexible if you require special meeting time accommodations.

Our office hours are:
M-Th 8 a.m. – 4 p.m.
Friday 8 a.m. – 1 p.m.

As always we are available by phone at 209-636-4931 or on email at or