Technology and Humanity
Combining the benefits of technology and humanity, Bionic Advisors strive to ensure the best client experience and financial outcome. A Bionic Advisor utilizes the latest investing technologies to create optimal investment portfolios and to lower client costs. In this way, Bionic Advisors attempt to increase their clients’ odds for long-term financial success.
However, unlike “robo-advisors”, a Bionic Advisor doesn’t stop there. A true Bionic Advisor offers investors experienced, credentialed human advisors to help them understand the risks AND rewards of investing. They help clients’ determine their true risk tolerance and investing goals, not just calculate a number from a questionnaire. They help him/her through every step of an onboarding process. On-boarding may include opening and transferring accounts, setting up monthly disbursements, and establishing 24/7 online account access.
A Bionic Advisor also goes far beyond simple ETF portfolios. Such simple portfolios may or may not be fiduciary or in the best interests of a specific client. Thus, a Bionic Advisor thinks deeply about how to use his/her knowledge of markets and individual client situations to customize services and investment portfolios. In short, Bionic Advisors help their clients in every way humanly possible, which technology simply can’t.
Technology and humanity – it’s the perfect combination for long-term financial success.
Bionic Advisors – Trademark
Despite the fact that many people use “Bionic” when describing investment management and financial methodologies, there is only one true Bionic Advisor. Bionic Capital LLC is the registered owner of the Bionic trademark. 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 separately for “banking services.”
Others using the Bionic trademark without attributing ownership of the mark to Bionic Capital LLC may be infringing. If a financial firm infringes on another’s legal property, you may question whether you can trust them with your financial future.
There are plenty of ways to market one’s services as well as myriad trademarking opportunities for enterprising financial companies. Since the early 2000’s, Bionic Capital LLC’s owner has utilized the Bionic name to describe offered products and services. Since the founding of Bionic Capital LLC in 2009, Bionic has been the company’s namesake and foundation.
Bionic Advisor – Meaning
To us, the name “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.
We only succeed when our clients do.
More about Bionic Capital LLC
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 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, Bionic® investment and wealth management services for about the same fee rate? Call 310-734-8500 or email to learn more directly from CEO, Dean Erickson, CFA. Learn why you should Go Bionic®!
“BIONIC” is a trademark owned by Bionic Capital LLC in Los Angeles, CA. “Bionic” is trademarked for “financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services.” FIRST USE: 20090728. FIRST USE IN COMMERCE: 20090728
Bionic Capital LLC also owns a “BIONIC” trademark for “banking services.” FIRST USE: 20120409. FIRST USE IN COMMERCE: 20120409
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.
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.