Bionic Capital LLC
Bionic Capital is a full-service, fee-only investment advisory firm. We are small enough to deliver individualized client service and investment portfolios, yet sophisticated enough to create institutional-quality, risk-managed investment solutions.
What We Do
Among our many services, we offer:
- Customized and transparent investment management
- Retirement planning including no-load variable annuities and insurance
- Tax-aware investment strategies
- Trust investing
- Options-Enhanced® investing
- Allocation overlay strategies
We manage nontaxable and tax-deferred retirement accounts, like IRAs and 401ks, as well as taxable individual and trust accounts. When you become our client, we will analyze your current portfolio and work to improve it. Unlike some advisors, we do not automatically sell all your investments and, thereby, create potential tax issues or trading costs. We will discuss with you what we feel are your best options before we implement our strategies. We will always try to minimize cost and negative tax effects for you.
Bionic Capital utilizes low-cost ETFs, no-load mutual funds, individual stocks, bonds and CDs, closed-end funds and other publicly-traded investment vehicles. Choosing an appropriate mix of investments may diversify a portfolio and help reduce the risk of loss.
Our goal is to help each client succeed. Bionic Capital and our advisor(s) are fiduciaries; we always try to serve the best interests of our clients. We can work within your preferences, whether you need income for retirement or you desire an environment-friendly ESG portfolio.
To discuss your needs and how we may be able to help you, please email us or call 310-734-8500.
Who We Are
Dean Erickson, CFA, Founder and CEO
Dean graduated from Brown University with a degree in mathematical economics in 1982. He began his investment career at Miller Tabak & Company in New York City as an options trader and arbitrageur the same year. Later, he developed and managed a merger arbitrage portfolio for the same firm. He attained the Chartered Financial Analyst designation in 1987.
More recently, he was a financial advisor in the Beverly Hills office of UBS Financial Services. In 2009, he founded Bionic Capital LLC where he oversees all client investments.
Dean has provided his insights and expertise to the Wall Street Journal, Structured Products magazine, and other publications. He has been profiled in REP. magazine.
Dean and his wife, Lisa, live in West Los Angeles, CA.
Bionic Capital - Disclaimer
This website is for informational purposes only. This website should not be considered a solicitation, offer or recommendation for the purchase or sale of any securities or other financial products and services. Nothing contained herein constitutes tax, legal, insurance or investment advice.
Bionic Capital may only transact business in those states and international jurisdictions where we are registered, or have filed notice, or are otherwise excluded or exempted from registration requirements. Any communications with prospective clients residing in states or international jurisdictions where Bionic Capital and its investment advisor representatives are not registered shall be limited.
Currently, Bionic Capital LLC operates as a sole proprietorship owned by CEO Dean Erickson, CFA. From time to time, Bionic Capital has hired and will hire additional investment advisor representatives. Assets under management as of 8-16-19 approximate $17.4 million for 24 clients. Call Dean at 310-734-8500 for more information.
Decisions based on information contained herein are the sole responsibility of the person viewing the website. You agree to indemnify and hold Bionic Capital LLC, its officers, employees, and independent contractors, harmless against any and all claims, losses, liability, and expenses arising from its use.
Discussion of Investing Risks
The value of an investment may decrease as well as increase. An investor may not receive the amount initially invested, and income, if any, may fluctuate. The value of an investment may be affected by a variety of factors. These factors include economic and political developments, interest rates and foreign exchange rates, as well as issuer-specific events. Past performance is not necessarily indicative of future returns.
Potential clients should primarily consider and rely on their understanding of their personal investment constraints and objectives, among other things, before selecting Bionic Capital as an investment advisor. Some of Bionic Capital’s investment strategies are only appropriate for investors with a long-term time horizon. Contact Dean Erickson, CFA at 310-734-8500 for a discussion of risks.
Bionic Capital Brochure
Click here to read our company’s Brochure, also known as the ADV PART 2, for more detailed information about how we do business.