How Accredited Investors Can Add Bitcoin and Options Trading

I am an investment adviser who adds options trading and Bitcoin-related strategies to your portfolio allocation (less than 5%). I also invest in undervalued individual stocks.

I generate income from volatility, then reinvest it into undervalued stocks with the goal of outperforming the benchmark.

I work with qualified clients who have a net worth above $2.2 million excluding primary residence.

Unlike most advisers, I don't charge fees unless you have positive returns or beat the benchmark.

If you are a qualified investor who wishes to increase your portfolio's income and perhaps add individual stocks or Bitcoin-related stocks (which can be more risky if you don't know what you're doing) to your portfolio, then schedule a time with me here:
https://calendly.com/seangurson/meeting

All trades occur within your own account at Charles Schwab, so you can see all the trades and have access to your funds at all times.

The strategy can be run in any account including an IRA or trust.

I also provide Bitcoin related services such as education, and will help you to get started with your Coinbase account and secure wallet set up.

Remember, do not share your Bitcoin private key with others, unless you want them to have access to your Bitcoin.

Zoom meeting link is the same every week:
https://us06web.zoom.us/j/9902213666
Meeting ID: 990 221 3666
passcode:
Email sean@unlockinvestments.com for the passcode

Questions? Visit Unlock Investments
Please feel free to call or text Unlock Investments at
(925) 705-5654 or email [sean@unlockinvestments.com](mailto:sean@unlockinvestments.com)

Sean Gurson
Founder, Managing Principal, and Portfolio Manager
Unlock Investments
Unlock Your Portfolio's Income with Options and Bitcoin
https://www.unlockinvestments.com

San Francisco Bay Area, California

DISCLOSURES

Unlock Investments LLC (UI) is a California-registered investment adviser. 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 options trading, 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 adviser and/or tax professional before implementing any strategy discussed here. This message and any attachments contain information which may be confidential and/or privileged and is intended for use only by the addressee(s) named on this transmission. If you are not the intended recipient, or the employee or agent responsible for delivering the message to the intended recipient, you are notified that any review, copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately by email or by telephone and (ii) destroy all copies of this message.

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 my 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. Past performance is not indicative of future performance.

Our investment strategy involves the use of equity stocks and stock options which may be speculative in nature. Returns reflect reinvested capital gains and dividends but not the deduction of taxes an investor would pay.

The S&P 500 Index is a market-capitalization-weighted index of the 500 largest U.S. publicly traded companies. The Nasdaq Composite Index is a market capitalization-weighted index of more than 2,500 stocks listed on the Nasdaq stock exchange. It is a broad index that is heavily weighted toward the important technology sector.

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. Thus, there are significant differences between the securities comprising the blended benchmark and the accounts managed in accordance with the strategy. Prospective clients should keep these differences in mind when comparing the performance of the strategy to the performance of the blended benchmark. 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.