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The Next Evolution of Investing

Adaptive Investing

Start navigating the pace of innovation with confidence.

  • 01. Set Goals

    Client needs and goal time frames are explored and established.

  • 02. Portfolio Match

    Adaptive portfolios are matched to navigate market cycles with goal and risk targets.

  • 03. Advisor Match

    Advisors are matched to guide clients throughout their financial journey.

1. Set Goals

Confidently save for a future of imagined abundance by establishing goals, time frames, and a well organized plan you can track throughout your journey.
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    Income Now, Income Later, Legacy Goals

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    401k, Rollover, Traditional, Roth, SEP IRAs

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    Trust, Individual, Joint Accounts

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2. Portfolio Match

The pace of change demands combining traditional investing methodologies with adaptations to the dominate market cycle: economic or technology.
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    Duration Managed Portfolios

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    Technology & Economic Cycle Exposure

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    Dividend Income Exposure

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    Fixed Income Exposure

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    Hedged Equity Exposure

3. Advisor Match

We partner with existing advisors, or can match you with an independent fiduciary advisor to help you navigate your financial journey.
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    Investment Goal Planning

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    Retirement & Income Planning

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    Personal & Business Tax Planning

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    Estate & Legacy Planning

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    Insurance & Risk Planning

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Clockwise Media

Check Out Our Latest News Appearances

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Clockwise Partners

Our growing network of wealth management partners.

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Clockwise Team

Our mission is to help clients safely navigate the pace of innovation propelled forward by an unprecedented technology cycle.

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    Eli Mikel, CFP®, CRPC®

    Clockwise Partner

    Mr. Mikel is a seasoned financial professional with a deep passion for empowering clients to navigate the rapid pace of technological change. Armed with a Bachelor of Science in Finance from Virginia Commonwealth University and post-graduate education from Georgetown University, Mr. Mikel combines a strong academic foundation with over two decades of experience in finance and marketing. As a driving force behind the company’s brand awareness, education, and growth initiatives, he leverages creative technology solutions to expand the firm’s reach and impact, ensuring clients have access to innovative tools and insights. Mr. Mikel is dedicated to fostering a culture of transparency and financial literacy, equipping investors with the knowledge and resources they need to make informed decisions in an ever-evolving investment landscape. His commitment to client empowerment and education enables investors to thrive in a future shaped by technological advancement.

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    James Cakmak, CFA

    Clockwise Partner

    Mr. Cakmak is a thought leader in the capital markets and more broadly within technology and innovation. At Clockwise Capital he is responsible for advancing the company’s mission to harness transformative technologies and novel ideas. With two decades of experience in finance and a keen insight into emerging trends, Mr. Cakmak directs the fund’s strategic approach, identifying high-potential investment opportunities and adeptly navigating complex market dynamics. His role encompasses rigorous research, analysis, and portfolio management, ensuring Clockwise remains agile and responsive to shifting market conditions. Leveraging Clockwise’s AI-enhanced investment model, Mr. Cakmak actively engineers this tool to enhance the firm’s ability to swiftly adapt to changes in technology and economic cycles, positioning it at the forefront of innovation-driven investment. Mr. Cakmak holds a Bachelor’s degree from Johns Hopkins University, bringing both his academic and industry expertise to bear in cultivating a firm aligned with the future of transformative growth.

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    Dr. Harry Mamaysky

    Clockwise Quantstreet Partner

    Dr. Mamaysky is a partner at QuantStreet Capital, which offers its clients model and market analytics, wealth management, and investing services through separately managed accounts and works closely in partnership with Clockwise Capital. Harry is also a professor at Columbia Business School, where he is the director of the Program for Financial Studies. Harry’s research focuses on the application of quantitative techniques to investing and wealth management. Harry is a frequent industry and academic speaker. Prior to Columbia, Harry spent years in finance practice, rising to senior portfolio manager at Citigroup, and later serving on the firm’s Risk Executive Committee. Harry was a professor at the Yale School of Management, which he joined after earning his PhD in Finance from the Massachusetts Institute of Technology. He holds BS and MS degrees in Computer Science and a BA in Economics from Brown University.

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    Isaac Mamaysky, Esq.

    Clockwise Quantstreet Partner

    Mr. Mamaysky is a partner at QuantStreet Capital, where he oversees operations, compliance, and legal matters and works closely in partnership with Clockwise Capital. QuantStreet offers clients model and market analytics, wealth management, and investment services through separately managed accounts. In addition to his role at QuantStreet, Isaac is a partner at Potomac Law Group PLLC, where he founded the Investment Advisers, Asset Managers, and Private Funds practice. He is also an adjunct professor at the Elisabeth Haub School of Law at Pace University. Isaac has taught courses in Corporations and Partnerships, Ethics and Compliance, and Employment Law. He has also published numerous articles in these fields in academic journals and industry publications. Beyond his practice, Isaac and his wife, Lisa, have spent over a decade leading a large 501(c)(3) nonprofit focused on children’s health, which they co-founded in 2012. Isaac is a cum laude graduate of the Boston University School of Law and a summa cum laudegraduate of the University of Rhode Island.

Contact Us

We Look Forward To Hearing From You

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