Wealth Management. Enhanced.
A registered investment advisor and fiduciary, Bionic Capital creates customized wealth and investment management solutions. We combine the benefits of the latest investing technology, investment research, and human experience and service to help our clients succeed.
Welcome to Bionic Capital
Customized Wealth and 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 investments for equity, fixed income, and alternative asset classes.
We update your asset allocation and investments based on changing personal and market conditions.
Secure and Confidential
To enhance asset and information security, Bionic Capital utilizes 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.
One Size Fits One
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 only when you achieve your retirement, philanthropic, and investment goals.
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.
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.
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. Portfolios are intended to generate stable income for risk-averse clients.
Management fees are 25 bps (0.25%) annually for portfolios of $500,000 and more.
We maintain a select list of clients to focus our resources on each of them.
Low Annual Fee Rates
Our fee rates are negotiable. Rates depend upon the investing strategy utilized and the total assets managed per client.
Each client works directly with CEO Dean Erickson, CFA.
Assets Under Management (AUM)
We manage approximately $17 million in public market investments.
Our Core Values
- As fiduciaries, we put our clients’ interests first.
- As citizens, we strive to improve the world.
- As a business, we fair, client-centric and sustainable.
We manage investment portfolios, serve as your financial problem-solving resource, and can help you purchase affordable term life insurance.
Our custodian, TD AMERITRADE Institutional, offers several banking services, such as free checks, ACH transfers, and wire transfers.
In addition to individual taxable accounts, we manage portfolios for IRAs, 401ks and no-load variable annuities to help you achieve your retirement goals.
We work with your attorney and CPA to ensure you have the appropriate estate planning solution for you and your family.
We can create ESG (Environmental, Social, Governance) and SRI (Socially-Responsible Investing) portfolios for you.
We manage each portfolio with regard for potential downside risk.
We manage portfolios with a combination of active and passive solutions attempting to take advantage of short-term opportunities while focusing on your long-term success.
Trusts, Foundations, Donor-Advised
We manage portfolios for trusts, foundations, and donor-advised funds and can partner with third-party providers as needed.
"By a continuing process of inflation, government can confiscate, secretly and unobserved, an important part of the wealth of their citizens."
John Maynard Keynes
"The only wealth which you will keep forever is the wealth you have given away."
"The greatness of a man is not in how much wealth he acquires, but in his integrity and his ability to affect those around him positively."
Dean Erickson, CFA, Founder and CEO
Learn More About Dean
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. Later, he 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 and relationships.
Dean has provided his insights and expertise to the Wall Street Journal, Structured Products magazine, and other publications. Hoping to help others live happier, more successful lives, he has written two personal development books, Choose Your Story, Choose Your Life and Act. Adapt. Achieve.
Dean and his wife, Lisa, live in Los Angeles, CA.