Bionic Capital

Wealth Management. Enhanced.

Bionic Capital creates customized wealth and investment management strategies. We combine the benefits of the latest investing technologies, investment research, and human experience in order to exceed¬†our clients’ needs.

To confidentially discuss your situation, email us or call 310-734-8500.

Bionic Capital LLC

Registered Investment Advisor

Customized Investment Management

Bionic Capital creates initial target investment allocations based on your needs, investment time horizon, and personal risk tolerances. We select our best choice portfolios for equity, fixed income, and alternative asset classes and update your asset allocation and investments based on changing personal and market conditions.

Fiduciary Advice

Bionic Capital becomes your on-going intellectual resource for solving retirement, cash-flow, and other financial issues. All clients work directly with CEO Dean Erickson, CFA.

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Secure and Confidential

To enhance asset and information security, Bionic Capital utilizes the vast resources of asset custodian TD AMERITRADE Institutional, wholly owned by TD AMERITRADE, a publicly traded company (AMTD). For the benefit of our clients, we consider new custodial relationships as needed.

Bionic Portfolios

Bionic Portfolios may utilize any publicly-traded security including ETFs, mutual funds, stocks, CDs, structured products, closed-end funds, and, for qualified clients, equity options. We make every effort to minimize tax ramifications for accounts with unrealized capital gains. Management fees range from 50 bps to 100 bps (0.50% to 1.00%) annually based on assets managed.

There are no guarantees that these portfolios will not lose money or that they will perform as expected.

ETF and Mutual Fund Portfolios

Bionic ETF and Mutual Fund Portfolios are comprised of low-cost, liquid ETFs and no-load mutual funds from a variety of providers. Generally, securities in these portfolios trade commission-free on the TD Ameritrade Institutional platform. Management fees range from 50 bps to 65 bps (0.50% to 0.65%) annually based on assets managed.

There are no guarantees that these portfolios will not lose money or that they will perform as expected.

Fixed Income Portfolios

Bionic Fixed Income Portfolios may be comprised of a variety of no-load mutual funds, FDIC-insured certificates of deposits (CDs), closed-end fixed income funds and other available securities. Intended to generate stable income for risk-averse clients, management fees are 25 bps (0.25%) annually for portfolios of $1,000,000 and more.

There are no guarantees that these portfolios will not lose money or that they will perform as expected.

IT'S ABOUT YOU

Your success is our goal. Every day we strive to enhance lives through our customized investment management strategies and financial problem-solving. We succeed when you achieve your retirement, philanthropic, and investment goals.