ATTENTIVE INVESTMENTS, LLC

Overview

Attentive Investments, LLC is an independent registered investment adviser that focuses on financial planning and portfolio management for individual and family clients, as well as small businesses and institutional accounts. The firm charges fees on a percentage-of-assets basis and also offers hourly planning engagements, which signals a mix of ongoing advisory relationships and project-based work. Investment activity centers on equity exposure. Exchange-traded equities account for the bulk of client assets, and the firm shows a clear preference for liquid, publicly traded equities and ETFs as the primary means of implementing equity allocations. Attentive Investments does not present itself as a capital allocator to private managers, and it is not marked as an active ESG investor. Day-to-day custody is concentrated at Charles Schwab & Co., Inc., reflecting a platform-driven operational model.

Assets & Accounts

Investments & Alternatives

Location & Offices