Unlock Investments™
Unlock Cash Flow
Unlock Investments
Unlock Cash Flow
We offer low-volatility income strategies focused on Berkshire Hathaway, real estate, and digital assets (Bitcoin).
Customize your own income and risk tolerance to meet your needs.
Berkshire Hathaway doesn't pay dividends, we do.
We offer low-volatility income strategies focused on Berkshire Hathaway, real estate, and digital assets (Bitcoin).
Customize your own income and risk tolerance to meet your needs.
Income Strategies
Unlock Berkshire
We offer a low-volatility, actively managed income strategy designed to provide you with fairly consistent weekly or monthly income.
The strategy consists of trading Berkshire Hathaway B shares within the safety and security of your very own account at Charles Schwab.
The strategy makes use of a modest options collar strategy to generate income and provide some downside protection.
This is similar to how buffered ETFs offer downside protection, except you have access to your funds at all times and you can see all the trades.
As cash accumulates in your account, you can take withdrawals whenever works best for you without drawing down your principal, although the strategy has risks and performance is not guaranteed.
We run the strategy directly in your own account or if you are a financial professional, within your client's own account.
RIAs and CFPs may invest with us before recommending us to clients. We handle all account opening and paperwork with a simple Docusign envelope.
Unlike private credit alternative strategies, this is a fully transparent strategy. You can see all the trades, and there are no lockup periods.
You may withdraw your funds at any time, but most clients only withdraw some income as they need it and let the remainder continue to grow.
View the strategy's performance here.
Bitcoin Consulting and Hands-on Introductory Guidance
We also provide hands-on guidance through the digital asset ecosystem.
We help you confidently establish Bitcoin and digital asset accounts, invest in high-yield stable coins pegged to to the US Dollar, 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 hold your client's hand while securely exploring the digital asset ecosystem.
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 a percentage 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.
Income Strategies
Unlock Berkshire*
We offer a low-volatility, actively managed income strategy designed to provide you with fairly consistent weekly or monthly income.
The strategy consists of trading Berkshire Hathaway B shares within the safety and security of your very own account at Charles Schwab.
The strategy makes use of a modest options collar strategy to generate income and provide some downside protection.
This is similar to how buffered ETFs offer downside protection, except all the trades happen in your own managed account.
As cash accumulates in your account, you can take withdrawals whenever works best for you without drawing down your principal, although the strategy has risks and performance is not guaranteed.
We run the strategy directly in your own account or if you are a financial professional, within your client's own account.
RIAs and CFPs may invest with us before recommending us to clients.
We handle all account opening and paperwork with a simple Docusign envelope.
Unlike private credit alternative strategies, this is a fully transparent strategy. You can see all the trades, and there are no lockup periods.
You may withdraw your funds at any time, but most clients only withdraw some income as they need it and let the remainder continue to grow.
View the strategy's performance here.
Bitcoin Consulting and Hands-on Introductory Guidance
We also provide hands-on guidance through the digital asset ecosystem.
We help you confidently establish Bitcoin and digital asset accounts, invest in high-yield stable coins pegged to to the US Dollar, 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 hold your client's hand while securely exploring the digital asset ecosystem.
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 a percentage 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.
*We are not affiliated with Berkshire Hathaway.
DISCLOSURES:
https://docs.google.com/document/u/2/d/1-ECvADUYvsoBuTgDHLf8rF9wVQf0xmzanqUFyy8mOC8
