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

05 October 2020
Investments
Economy
On the heels of the first Presidential debate of the 2020 Election, investors are increasingly turning their attention to the election and the impact that the result will have on the stock market. It is understood that elevated uncertainty usually af...
08 September 2020
Finances
Talking about money with your children does not have to be complicated. The best way to accomplish this is to use day-to-day activities and turn them into learning opportunities. Younger children often do not understand money and its’ value. This is ...
23 July 2020
Finances
Health
Any conversation about planning for incapacitation or death is uncomfortable for many people, especially if you are having the discussion with your parents. It is important to remember however, that this discussion while uncomfortable will spare you ...
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 cla...
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...

Due to renewed State orders for shelter-in-place we will be modifying our office operations. We will be suspending services at our physical office for the public. However, we are available to you via web meeting (zoom), email and telephone (Phone lines have been forwarded to our personal cell phones) during regular business hours. We will be able to fully service all your investment needs with no interruption.

You may drop contribution checks at our office through the mail slot or they may be mailed directly to TD Ameritrade (address listed below). Please be sure to notate your account number on the check.

TD Ameritrade
PO BOX 650567
Dallas, TX 75265-0567

Rest assured that we will continue to monitor your investments and market conditions on an ongoing basis with no interruption. Should you have any questions or concerns please feel free to contact us.

We will navigate this crisis as best we can, coming together and making shared sacrifices. We hope that we can help to slow down the effect of this virus together and solve this swiftly. We also wish everyone well and would like to extend our gratitude for your patience during these trying times. Continue to watch for updates from us.