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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!

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Financial News and Tips from Attentive Investment Managers

23 May 2019
401(k) Options After Separation from Service or In Retirement
401(k) Options After Separation from Service or In Retirement
Investments
When you have a job change or are facing retirement there are a number of decisions that need to be made. One of the more significant ones is what to do with your 401(k). The choice may seem straight-forward but it is anything but. When making this d...
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07 May 2019
Tariffs, Trade and the Ultimate Goal with Agreements with China
Tariffs, Trade and the Ultimate Goal with Agreements with China
Economy
It is clear that any perceived direction of the trade talks or tweets from the President regarding tariffs are market movers. No one, with the exception of a few insiders, really knows the true status of the ongoing negotiations between the U.S. and ...
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02 April 2019
In-Service Withdrawals
In-Service Withdrawals
Investments
Finances
Many believe that their money is locked in when you are a participant in a 401(k) or profit sharing plan through an employer where you are a participating and current employee. However, certain qualifying events allow employees to access their vested...
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11 March 2019
Pay Yourself First
Pay Yourself First
Finances
Earlier this month, we discussed dollar-cost averaging as a strategy for investing which can offer you a higher average rate of return over the long-term and a seamless means of investing each month without too much pain for your wallet. Today, we wi...
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01 March 2019
What is Dollar-Cost Averaging?
What is Dollar-Cost Averaging?
Investments
Market moves can be choppy at times and downright terrifying. This is one reason many would-be investors never take the leap into investing their savings. We know that in order to make your dollars last, we must take on some risk in order to gro...
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08 February 2019
2019 Contribution Limits and Deadlines
2019 Contribution Limits and Deadlines
Taxes

How do the new contribution limits affect you? Retirement contribution maximums have increased across the board for 2019. Here are some of the biggest changes to be aware of this year.

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