Bionic Capital

Wealth Management. Enhanced.

Bionic Capital offers fiduciary financial advice and creates customized wealth and investment management strategies for our clients by leveraging the benefits of the latest investing technology, research, and human experience. To confidentially discuss your situation, email us or call 310-734-8500.

What Bionic Capital Offers Clients

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.

Ongoing Financial Advice

Bionic Capital becomes your intellectual resource for solving retirement, cash-flow, and other financial issues. All clients work directly with CEO Dean Erickson, CFA. Have a question? Call me at 310-734-8500.

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Security

To enhance asset and information security, Bionic Capital utilizes the 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. Bionic Capital makes every effort to minimize tax ramifications for accounts with unrealized capital gains. Securities in Bionic Portfolios may incur trading charges. 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.

Your Success is our Goal

To us, 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 - 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.

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 investment advisor representatives on an independent contractor basis.  Assets under management as of 2-26-18 approximate $17 million for 24 clients. Call Dean at 310-734-8500 for more information.

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.

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

info@bioniccapital.com

How can we help you?