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We offer a wide array of financial and investment services to include: Account types we specialize in are:

We offer a hands-on approach to all of our services that also include Quarterly Portfolio Updates and Newsletters, Retirement plan participant education, all with access to over 10,000 Mutual Funds for selection and over 4,000 No Fee Funds.

Other Services

  • Wealth Management

    In addition, to our retirement portfolio management we also offer a wide range of other wealth management services.  Attentive Investment
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  • Employment Retirement Programs

    SEP (Simplified Employee Pension) and SIMPLE (Savings Investment Match Plan for Employees) IRA’s are a great way for small businesses
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  • Retirement Planning

    In the United States the personal savings rate is less than 5% of income.  It is important to understand we
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  • 401K Services

    Our firm's staff specializes in the administration of profit sharing, money purchase, 401(k), and non-qualified tax-deferred compensation retirement plans. Our
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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.