About Clockwise
Built for the thirty years after work.
We help people who are close to or in retirement turn what they have saved into income they can plan around.
Why we started Clockwise
Most portfolios are built to grow. Retirement asks a different question: how do you take money out, every month, for decades, without a bad stretch in the market undoing the plan?
Clockwise was built around that question. Our research, set out in the book TIME: A Map for the Crossing, studies how markets move through long cycles, and Kronos, our analysis platform, turns that work into a score anyone can see in a few minutes.
The research
TIME: A Map for the Crossing
The thinking behind every Clockwise plan, written by our co-founder Eli Mikel.
Our team
Eli Mikel, CFP®, CRPC®
Co-Founder & CEO
Synthesized the macro framework behind everything Clockwise does. Author of TIME: A Map for the Crossing.
James Cakmak, CFA
Chief Investment Officer
Developed Clockwise's proprietary stock selection methodology. Two decades of institutional investment experience. Regular CNBC and Bloomberg contributor.
Adam Simon
COO & Portfolio Manager
Oversees the Clockwise operating system that manages, constructs, and executes portfolios day to day.
Eric Harrison Jr.
Chief AI Officer
Built the Kronos analysis platform, the technology that powers your free portfolio review.
How we are regulated
SEC-registered investment adviser
CRD# 175233. Our filings are public.
Fiduciary duty
Our advisors are required to act in your best interest.
Public disclosures
Form ADV Part 2A, Form CRS and our adviser record are linked below.
Independent advisors, vetted by Clockwise
Clockwise vets and partners with independent financial advisors. When you are ready, we connect you with one who works with people in your situation.
In the media
CNBCSemis are the only thing keeping the market up (opens in a new tab)
CNBCMeta-AMD deal makes sense for Meta but less so for AMD (opens in a new tab)
CNBCInvestors need exposure to Nvidia, just not at any price (opens in a new tab)Media appearances. Not an endorsement of Clockwise’s advisory services. Mentions of specific securities are media commentary, not recommendations.