Innovative Investing Solutions

For Our Time

Our Mission

The risks inherent to the market have evolved, as investors face a backdrop of growing economic and market uncertainty. Fortunately, technology always iterates forward in the form of new innovations despite changes in the economic landscape. We believe we are at the beginning of a technology revolution enabled by the cloud internet infrastructure installed over previous decades. Companies which best leverage the cloud are increasingly able to grow sales without the addition of physical assets. Similar to previous industrial revolutions, this type of paradigm shift is typically accompanied by increased levels of volatility, as new companies disrupt old.  We’re advocates of a broad and supportive diversification mix of non-correlated asset classes to accompany a cloud driven approach. This can further smooth out the investing experience. We believe the opportunity cost of missing out on these seismic shifts is perhaps the biggest risk investors face.  Successfully navigating this volatile transition from companies bounded by physical costs, to companies unbounded by cloud-enabled growth is our mission.   

Latest News

Check Out Our Latest News Appearances

Clockwise Capital’s James Cakmak on Square and Slack

CNBC’s Kelly Evans is joined by James Cakmak of Clockwise Capital to discuss technology stocks... 

Cakmak: Despite Facebook’s public image issues, advertisers

James Cakmak of Clockwise Capital discusses the big takeaways from the Senate whistleblower hearing on Facebook...

Cakmak: The Fed can’t solve the real problem with inflation

James Cakmak of Clockwise Capital says the latest woes in the tech sector aren’t fueled by interest rate worries, but rather a mean reversion of growth rates...

Latest Articles

Check Out Our Latest Article Publications

Inflation Ahead, but Tech Trends Will Persist No Matter What

There has been nothing ordinary about the markets this year. In the face of unprecedented uncertainty, the broad market indices have gone virtually straight up for over a year...

Here’s Why We’re Not Facing Another Dot-Com Bubble

A year ago, the WSJ proclaimed the market isn’t like the dot-com bubble. We disagreed. A year later, the WSJ proclaimed the opposite. Again, we find ourselves on the opposite side of the argument…

How Investing Thematically Helps Navigate Rising Valuations

Broad market indices have gone virtually straight up since the depths of the pandemic. Sure we had some minor corrections here and there, but the S&P and NASDAQ still soared...

Our Leadership

Meet Our Leadership Team

Erin Semelka, CRPC®

Global Advisor & Planner

Contact Us

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