310-734-8500 [email protected]

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 solve for our clients’ needs.

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

Bionic Capital

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 YOUR SUCCESS

To us, our namesake and registered trademark “Bionic” means “enhanced.” Every day we strive to enhance lives through our customized investment management strategies and financial problem-solving. We succeed when our clients achieve their retirement, philanthropic, and investment goals.

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 6-26-18 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.

Contact Us

Start a conversation with us to learn how we may be able to help you achieve your financial goals.

11620 Wilshire Blvd.
Suite 900
Los Angeles, CA 90025

310-734-8500

How can we help you?