Bionic Capital LLC
Wealth Management. Enhanced.
Bionic Capital creates customized wealth and investment management strategies for our clients by leveraging the benefits of the latest investing technology, research, and human experience.
We monitor and adapt our forward-looking investment strategies and offer personalized, on-going financial guidance to meet individual client needs.
To confidentially discuss your situation, email us or call 310-734-8500.
Bionic Capital LLC is a full-service, fee-only, independent registered investment advisory firm based in Los Angeles. We serve the wealth management needs of affluent and high-net-worth individuals and families throughout the United States. We maintain a small, select group of clients in order to focus our resources on serving them.
Why use a robo-advisor, when you can receive customized investment management services and professional financial guidance for about the same fee rate? Call or email to learn more directly from CEO, Dean Erickson, CFA. Learn why you should Go Bionic®!
Your Success is our Goal
Our namesake and registered trademark “Bionic” means “enhanced.” Every day we strive to enhance lives through customized and cost-effective private wealth management. Our goal is to help our clients achieve their retirement, philanthropic, and investment goals.
Bionic Capital’s primary asset custodian is 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.
Using only the best and strongest third-party custodians to hold your valuable assets is just one important way we meet our fiduciary commitment to you.
As a client of Bionic Capital, you receive 24/7 online access to your accounts. You receive trade confirmations and monthly account statements directly from your third-party custodian to ensure maximum safety of your assets.
We encourage you to monitor your accounts and contact us whenever you have questions.
Bionic Capital creates your initial target investment allocations based on your needs, investment time horizon, and personal risk tolerances. We update your asset allocations based on changing personal circumstances.
As an important part of our wealth management services, allocations to each asset class may be adjusted as market conditions warrant.
Bionic Capital creates best choice portfolios for equity, fixed income and alternative asset classes. We base our investment decisions on various factors, including macroeconomic, political and market conditions.
In our efforts to benefit you, securities within asset classes and strategies are changed as we deem necessary.
Bionic® is a federally-registered trademark owned by Bionic Capital LLC. It is registered for use in "Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services" and is separately registered for use in "banking services."
Please respect our trademarks and attribute appropriately whenever you use them.
Bionic Capital - Disclaimer
Bionic Capital may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered or have filed notice or are otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution on products and services. 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.
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, including 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.