Unlock Investments™
Unlock Cash Flow
Unlock Investments
Unlock Cash Flow
Low-volatility income strategies focused on Berkshire Hathaway, real estate, and digital assets (Bitcoin).
Hands on guidance to generate more cash and spend more freely with less worry while accumulating Bitcoin and deferring expenses.
Customize your own risk tolerance.
Smooth our your lumpy retirement cash flow.
Take withdrawals when you need them, leave funds invested when you don't.
Berkshire Hathaway doesn't pay dividends, we do.
Actively Managed Strategies focused on Berkshire Hathaway and Bitcoin stocks.
Withdraw income whenever you want.
We offer peace of mind for investors and advisers / RIAs.
Customize your own risk tolerance. Choose between low risk with less income or more volatility and more income.
Smooth out your lumpy retirement cash flow.
Take withdrawals when you need them, leave funds invested when you don't.
Where Bitcoin Meets Berkshire.
We are not affiliated with Berkshire Hathaway.
We offer a low-volatility income strategy focused on actively managing Berkshire Hathaway B shares and options in your own account.
We pair this with hands-on guidance through the digital asset ecosystem.
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.
If you are an independent RIA, we provide you with back office support to resolve your pain points.
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.
Questions?
Email sean@unlockinvestments.com.
You can schedule a meeting with
us below.
Unlock Investments is a boutique investment adviser firm providing customized investment management services.
Where Bitcoin Meets Berkshire.
We are not affiliated with Berkshire Hathaway.
We offer low-volatility cash flow strategies to optimize your spending.
We focus on actively managing Berkshire Hathaway B shares and options within the safety, security, transparency, and liquidity of your own brokerage account at Charles Schwab.
We pair our managed account strategy with hands-on guidance through the digital asset ecosystem to help you optimize your spending according to Gresham's Law: spend the weak currency (fiat money), accumulate the strong currency (Bitcoin).
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.
If you are an independent RIA, we work with you seamlessly to provide your clients with cash flow solutions and we share our revenues with you in a compliant manner.
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 qualified accounts such as your IRA or trust.
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.
DISCLOSURES:
https://docs.google.com/document/u/2/d/1-ECvADUYvsoBuTgDHLf8rF9wVQf0xmzanqUFyy8mOC8
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.
