Unlock Investments™
Berkshire Hathaway doesn't pay dividends, but we do.
Unlock Investments
Berkshire Hathaway doesn't pay dividends,
but we do.
Earn Today, Unlock Tomorrow.
"Unlock Tomorrow" is our flagship, low-volatility income strategy focused on trading Berkshire Hathaway stock and options.
Berkshire Hathaway doesn't pay dividends, we do.
Advisers,
see how we can help your clients meet their income needs.
Many investors include Berkshire Hathaway in their portfolios, but it does not pay any dividends.
We run a low-volatility income strategy that trades Berkshire Hathaway, and pays dividends.
It's called "Unlock Berkshire™" Active Equity and Options Strategy.
Click here to view our performance:
https://unlockinvestments.com/wp-content/uploads/2026/07/Unlock-Tomorrow-Performance-Since-Inception-through-Q2-2026.pdf
Berkshire Hathaway has had 10 consecutive years of positive returns, but it does not pay dividends.
With this strategy, you are essentially being paid to own Berkshire Hathaway, with potentially less volatility.
Now you can benefit from growth and income.
We actively manage Berkshire stock and options in your Charles Schwab account.
It can be run in your tax efficient IRA or trust accounts.
$100,000 minimum for retail investors.
$500,000 for institutional.
Questions? Email sean@unlockinvestments.com.
You can also schedule a Zoom call with
us below.
Unlock Investments is a boutique investment adviser firm providing customized investment management services.
Where Berkshire meets Bitcoin.
We offer a low-volatility income strategy focused on Berkshire Hathaway, view performance here:
https://unlockinvestments.com/wp-content/uploads/2026/07/Unlock-Tomorrow-Performance-Since-Inception-through-Q2-2026.pdf
We also offer hands-on guidance to help you set up Infinite Banking to become your own bank in the digital asset ecosystem.
Lastly, we offer third-party alternative investments, such as unique private real estate and hedge funds.
We help you confidently establish Bitcoin and digital asset accounts, understand secure custody, explore lending, liquidity, and tax solutions, optimize digital payment rewards, and navigate emerging blockchain technologies.
When appropriate, we coordinate with Certified Financial Planners and other trusted professionals to help address retirement, estate planning, insurance, and estate planning needs.
We serve financial professionals, high net worth investors, and institutions.
We custody at Schwab.
Our strategies can be managed within your tax efficient accounts such as your IRA or trust account at Charles Schwab.
Unlock Investments donates 5.4% of revenues to charity and will increase this percentage over time.
Our mission for charity is to perpetually develop and fund solutions to problems such as income inequality, homelessness, hunger, and healthcare.
Schedule a meeting with us if you wish to enhance your income, unlock your portfolio, or have any concerns about the market.
*We are not affiliated with Berkshire Hathaway.
All trades occur within your own Charles Schwab Account to generate income and capital gains (typically an IRA account).
You can see all the trades and any daily gains and you have access to your funds at all times.
There are no lockup periods, you can withdraw your funds at any time.
We do not custody your assets. Instead, you grant us permission to trade in your Charles Schwab account.
View our Performance here:
https://unlockinvestments.com/performance
Click "Strategy" at the top of the page to learn more.
Questions?
Click Schedule A Meeting.
