Unlock Investments™
Where Berkshire Hathaway Meets Bitcoin
Unlock Investments
Pay Fees Only After You Make Money or
Beat the Benchmark
Clients,
We enhance your returns and only charge you fees after you make money or beat the benchmark.
It's win-win.
Advisors,
We enhance your clients' returns and share our performance fees with you.
It's win-win.
Clients,
We enhance your returns and only charge you fees after you make money or beat the benchmark.
It's win-win.
Advisors,
We enhance your clients' returns and pay you a portion of our performance fees.
It's win-win.
We offer you
Portfolio Booster,
an Actively Managed
Equity and Options strategy.
We trade
stocks and options
in your own account,
a Managed Discretionary Account (MDA).
You have access to your funds
at all times and
you can see all trades.
We can enhance your
portfolio's performance
by accumulating
shares in undervalued businesses.
We dollar cost average
undervalued stocks,
but while we are doing that,
we generate income
with options and
protect your positions
with options.
View our Performance here:
https://unlockinvestments.com/performance
Advisors, watch this
2 minute video
to see how
you can earn
a share of
our performance fees:
https://unlockinvestments.info/strategy
Questions? Schedule a Zoom call with our founder.
Unlock Investments is a boutique investment adviser firm providing customized investment management services.
We offer you the
Bitcoin and Berkshire Inflation Buster.
Our actively managed equity and options strategy.
Berkshire Hathaway and Bitcoin
don't pay dividends.
We have solved this pain point.
With with Inflation Buster,
you are essentially being paid to buy, hold, and sell
Berkshire Hathaway or stocks related to Bitcoin.
Now you can benefit from growth and income.
We trade stocks and options in your own account,
a Managed Discretionary Account, or MDA.
We enhance your portfolio's performance by
accumulating shares of high quality businesses such as Berkshire Hathaway or Marathon Digital, a Bitcoin miner.
While we are dollar cost averaging undervalued stocks,
we generate income with options and
protect your position with options.
You have access to your funds at all times and
you can see all of the trades.
You can withdraw your funds at any time.
We can run the strategy in your tax advantaged IRA.
Click here to view our performance and see if you qualify.
Advisors, we share our performance fees with you.
Now you can finally increase your management fee revenues,
without having to gather more assets or find new clients.
We are the Bay Area's Bitcoin Advisor!
Join our weekly webinar on Tuesday nights at 6pm PST to learn how your clients can earn yield with their Bitcoin holdings.
Click here to see our certification in
Digital Assets and Blockchain by the DACFP.
Our Portfolio Booster Strategy can reduce your Bitcoin volatility, generate income, and diversify your portfolio, all while protecting your assets from a loss of purchasing power due to inflation.
Questions? Schedule a Zoom call with our Portfolio Manager.
We invest our own capital right alongside you.
All trades occur within your own Charles Schwab Account to generate income and capital gains (typically an IRA account).
We only charge fees after you make money or outperform the benchmark.
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 pull 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.