Income Now, Income Later, Legacy Goals
401k, Rollover, Traditional, Roth, SEP IRAs
Trust, Individual, Joint Accounts
Duration Managed Portfolios
Technology & Economic Cycle Exposure
Dividend Income Exposure
Fixed Income Exposure
Hedged Equity Exposure
Investment Goal Planning
Retirement & Income Planning
Personal & Business Tax Planning
Estate & Legacy Planning
Insurance & Risk Planning
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Our mission is to help clients safely navigate the pace of innovation propelled forward by an unprecedented technology cycle.
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.
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.
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