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What we’re about

Join this weekly Zoom call to learn how you can immediately increase your management fees from 1% to 2% per year as an investment advisor with your current AUM, without gathering more assets or finding new clients.

We have pioneered a new strategy for RIAs and your clients to unlock your fees and your investment performance.

It's called the All Weather Income strategy, and it pays you a 2% annual management fee when your client invests. You deserve better than 1%.

We make this possible by charging your client a performance fee on the back end, but only after they have positive returns or outperform the benchmark. It's win-win for you and your client.

To see how it works, watch this video.
To view our performance, click here: All Weather Income Strategy Performance

If your client does not have positive returns or outperform the benchmark, then they do not pay any fees.

It is an active equity and options strategy that combines long term value investing with options income generation and protection.

Now you can increase your fee revenues without gathering more assets or more clients.

Simply allocate a small sliver of your qualified client's portfolio to immediately increase your management fees and enhance their performance.

Join this weekly webinar to learn more and see if you qualify.

All trades occur in your own Charles Schwab account. You can see all the trades and you have access to your funds at all times. You can pull your funds at any time.

We will handle the account opening paperwork for you. Options level 2 approval is required.

What sort of performance can your client expect? Click here to view the All Weather Income Strategy Performance

Our satisfied financial advisor clients invest their own money before they recommend it to their clients.

Clients must have a liquid net worth of $2.2 million excluding their primary residence.

The minimum investment is $50k, and the investment objective for this small allocation must be speculation.

Join this webinar to have a better understanding of the strategy.

During the webinar, I will also answer any questions you or your client have about Digital assets such as Bitcoin. I am certified in Blockchain and Digital Assets by Ric Edelman's Digital Asset Council.

Our Mission
We make it our mission to give at least 5.4% of revenues to charity.
We make it our mission to outperform the market for 5 consecutive years.

Our Fees
We don't charge you fees unless you have positive returns or outperform the market.

No lockup periods. Clients always have access to their funds and can see all trades. Clients can pull their funds at any time, (but they don't wish to).

Certain suitability requirements apply. Book your appointment with me here.

Visit Unlock Investments for more information.

Subscribe to my YouTube Channel.

Here are the weekly Zoom meeting details:
https://us06web.zoom.us/j/9902213666?pwd=P7CfhETzuA8DDDgKNdaJTKfIB8kdgP.1
Meeting ID: 990 221 3666
Passcode: bitcoin

Questions?
Email [sean@unlockinvestments.com](http://mailto:sean@unlockinvestments.com/)
Call (925) 705-5654

Sean Gurson
Founder, Managing Principal, and Portfolio Manager
Unlock Investments
Unlock Your Performance and Fees.

San Francisco Bay Area, California

DISCLOSURES

Copyright 2024. Unlock Investments LLC. All rights reserved.

All clients must be qualified with an investment objective of speculation. A qualified client is an individual or entity that has a net worth of $2.2M prior to the investment in the fund (excluding the value of the investor’s primary residence).

Unlock Investments LLC (UI) is a California-registered investment advisor. UI may only transact business in states where it is registered or exempt or excluded from registration. Information presented is for educational purposes only and is not intended to make an offer or solicitation for the sale or purchase of any securities. Past performance is not indicative of future results. Investments, including equity stocks, options trading, and digital currency investments such as Bitcoin, involve the risk of losing part or all of your investment, and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed here.

This correspondence is for informational purposes only and not intended to provide specific investment advice. Unlock Investments may only provide specific investment advice in states where it is registered or exempt from registration. The performance results noted in the report are from Sean Gurson’s personal trading account, and do not reflect the performance of actual client accounts. Securities investments involve a risk of loss of part or all of your investment.

Our investment strategy involves the use of equity stocks, stock options, and digital currency investments (such as Bitcoin), which all may be speculative in nature and involve a risk of loss of principal. Returns reflect reinvested capital gains and dividends but not the deduction of taxes an investor would pay.

The blended benchmark is comprised of indices, which are unmanaged, have no deductions for fees, sales or other charges and expenses, and cannot be invested in directly. Benchmark performance is not indicative of the performance of any security. Positions in the strategy are materially different from the blended benchmark presented in that they have different holdings and different levels of risk.

The indices that comprise the blended benchmark do not engage in the trading of options. Options involve risk and are not suitable for all investors. We believe the sources of our information, which may come from third-party service providers, to be reliable, however, the accuracy and completeness of the information is not guaranteed.

We believe the sources of our information, which may come from third-party service providers, to be reliable, however, the accuracy and completeness of the information is not guaranteed.

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