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

13 January 2020
Market Report
Quarterly Newsletters
Mike and I recently reflected on the past decade of the markets, and now that the New Year has come and gone, we can set our sites ahead for the future. The week of January 6th will be the first full week of trading after our holiday hangover. Marke...
30 December 2019
Finances
The Secure Act (Setting Every Community Up for Retirement Enhancement) was signed into law on Friday, December 20 2019. Below please find some of the more important highlights of the new law. TD Ameritrade is working on accommodating the new rules wi...
24 December 2019
Market Report

Santa baby, slip a sable under the tree for me
Been an awful good girl
Santa baby, and hurry down the chimney tonight

12 December 2019
Finances
As we wind down 2019, so to do we close the decade. We have shared many wonderful successes and milestones with each other over the years. Mike and Miriam built a strong customer-service centered tax service and following investment firm who’s prima...
29 October 2019
Finances
Divorce is not only a strain on your emotional well-being but also your financial well-being. Many times we only focus on the emotional aspect of the split however, it is important to consider the long-term implications. Additionally, your financial...
15 October 2019
Finances
In today’s world relationships are complicated – with second marriages or children from previous relationships things can get even more complicated. In either situation, a legal agreement can assist you as a couple in clearly outlining your wishes an...