Next Evolution 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.
Income Now, Income Later, Legacy Goals
401k, Rollover, Traditional, Roth, SEP IRAs
Trust, Individual, Joint Accounts
2. Portfolio Match
The pace of change demands combining traditional investing methodologies with adaptations to the dominate market cycle: economic or technology.
Duration Managed Portfolios
Technology & Economic Cycle Exposure
Dividend Income Exposure
Fixed Income Exposure
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.
Investment Goal Planning
Retirement & Income Planning
Personal & Business Tax Planning
Estate & Legacy Planning
Insurance & Risk Planning
Clockwise Media
Check Out Our Latest News Appearances
Clockwise Partners
Our growing network of wealth management partners.
Clockwise Leadership
Our mission is to help clients safely navigate the pace of innovation propelled forward by an unprecedented technology cycle.
Eli Mikel, CFP®, CRPC®
Partner
Mr. Mikel is a driving force behind the company's brand awareness, education, and growth initiatives. With a deep-seated passion for empowering investors and fostering financial literacy, Mr. Mikel spearheads strategic efforts to expand the company's reach and impact. Leveraging two decades of wealth of experience in finance and marketing, Mr. Mikel is dedicated to cultivating a culture of transparency and education, ensuring investors have the resources they need to make informed decisions in a rapidly changing investment environment.
James Cakmak, CFA
Partner
Mr. Cakmak is responsible for driving forward the Clockwise mission to capitalize on transformative technologies and novel ideas. With two decades of wealth of experience in finance and a deep understanding of emerging trends, Mr. Cakmak steers the strategic direction of the fund, meticulously identifying promising investment opportunities and navigating complex market dynamics. His responsibilities encompass research, analysis, and portfolio management, ensuring the fund remains agile and responsive to evolving market conditions.
Ryan Guttridge, CFA
Partner
Mr. Guttridge brings a unique blend of experience as both a seasoned investor and a respected educator in the field of finance. With a comprehensive background in finance and in academia, Mr. Guttridge seamlessly integrates his expertise to drive the fund's vision of pioneering investment strategies in transformative technologies. Mr. Guttridge strategic acumen, honed over decades of guiding students and conducting research, enables him to curate a portfolio of high-growth companies at the forefront of innovation, combined with core legacy companies designed to deliver a consistent investor experience over time.
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