Clockwise Portfolios + 
Independent Financial Planners

Coordinated financial management to navigate the pace of innovation.

Portfolio Minimum: $100,000

Coordinated Financial Management

Clockwise matches clients with independent financial planning partners to holistically service client tax and financial planning needs.

Holistic Approach

Integrating tax, financial and investment management allows for a comprehensive view of your financial situation. By considering how each decision impacts the others, you can optimize your overall financial strategy.

Tax Efficiency

Coordinating tax planning with financial and investment decisions can help minimize tax liabilities. Strategies such as tax-loss harvesting, asset location, and tax-efficient investment vehicles can all contribute to maximizing after-tax returns.

Goal Alignment

Aligning tax, financial, and investment strategies ensures they work together to achieve your financial goals. Whether it's saving for financial freedom, funding education, or buying a home, a coordinated approach can help prioritize and achieve these objectives.

Peace of Mind and Flexibility

Life circumstances and financial goals can change over time. Integrating tax, financial, and investment planning allows for greater flexibility to adapt to these changes and anticipate problems and solutions to make adjustments as needed.

Our Portfolio Services

Managed portfolios exclusively available through approved financial planners.

ANALYZE 

Compare existing portfolios to newly proposed portfolios.

PLAN

Match plan durations to the targeted portfolio durations.

MANAGE

Manage the pace of innovation by adjusting portfolio risk.

TAXES

Plan the tax transition from existing to new portfolios.

COST

0% sub-advisory fees add to ETF portfolio performance.

COMMUNICATION

Stay informed with relevant and engaging content.

Clockwise Partners

Our growing network of wealth management partners.

Contact Us

We Look Forward To Hearing From You

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Past performance is not indicative of future results. Differences in account size, timing of transactions and market conditions prevailing at the time of investment may lead to different results, and clients may lose money. Clients should consult with their personal tax advisors regarding the tax consequences of investing.

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