Bionic Capital LLC
Wealth Management. Enhanced.
Bionic Capital creates customized wealth and investment management strategies to create long-term financial security for our clients. We monitor our forward-looking strategies and adjust them based on changing market conditions and 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 investment and wealth management needs of affluent and high-net-worth individuals and families. We maintain a small, select group of clients in order to focus our resources on serving them.
Your Success is our Goal
- As fiduciaries, we put our clients’ interests first.
- As citizens, we strive to improve the world.
- As a business, we are fair, client-centric and sustainable.
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 varied 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 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.
Please click here to read our company’s Brochure, also known as the ADV PART 2, for more detailed information.