We Are Attentive


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

Piggy Bank
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is not a good plan



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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

May 20, 2021
Starting in July, Americans who have children aged 17 and under, will be receiving payments for the Child Tax Credit that passed legislation under the American Rescue Plan. The IRS will begin sending out monthly payments of $250 or $300 through Decem...
April 23, 2021
Most of the lessons we have learned as Advisors is how we turn communication into actionable and successful plans to reach your goals. How we utilize resources for your benefit and the process that takes place, provides us with insight on how to best...
March 19, 2021
Market Report

Fed Chair Powell gave some interesting remarks at yesterdays (3/16/21) meeting. Taking a deep dive into his comments we can glean some pretty important thoughts on monetary policy and the market conditions looking forward.

March 18, 2021
While there are several individuals in great need of the stimulus payments from the government for others it is a windfall. Likewise, tax refunds can be unexpected bonus income that you are not relying on for your regular expenses. So, what do you do...
March 16, 2021
Stimulus Check Eligibility for the $1,400 (per person) stimulus check will be based on your reported income from either your 2019 or 2020 (if filed) tax return. Individuals will be eligible if they have an AGI of $75,000 or less and Married couples w...
March 04, 2021
Reverse Mortgages: How to Use Reverse Mortgages to Secure Your RetirementBy Wade D. Pfau, Ph.D., CFA Reverse Mortgages are a financing tool that have largely been ignored by retirement and financial planning professionals because of the negative conn...

We are open

Attentive Investment Managers is open for in-person business by appointment only. Masks and hand sanitizer are available in the office, and all appropriate safety and sanitation measures are being followed.

Online and remote consultations are still available for those who prefer that option.

If you'd like to schedule an appointment, please contact us.