Attentive Investment Managers, Inc. was established as an FEE-ONLY independent Registered Investment Advisor in 2004 in Stockton, California. Prior to that, Attentive Investment Managers was doing business as Michael L. Dalton Registered Investment Advisor since 1989. In 2003, Michael Dalton was joined by Athena Stone and has mentored her to become the second Investment Advisor for the firm.
Our firm provides continuous advice to a client regarding the investment of client funds based on the individual needs of the client. Through personal discussions in which goals and objectives, based on a client’s particular circumstances, are established we create and manage a portfolio. During our data-gathering process, we determine the client’s individual objectives, time horizons, risk tolerance, and liquidity needs. As appropriate, we also review and discuss a client’s prior investment history, as well as family composition and background.
We manage client’s accounts on a discretionary or non-discretionary basis. Account supervision is guided by the client’s stated objectives (i.e., maximum capital appreciation, growth, income, or growth and income), as well as tax considerations. As advisors we employ several methods of analysis when making investment selections for our client, including; fundamental and technical analysis.
Attentive Investment Managers provides financial planning services in addition to investment management services. These services can range from a custom plan or a full financial plan.