About Bionic Capital
Fee-only Investment Advisor
Bionic Capital is a full-service, fee-only investment advisory firm. We are small enough to deliver individualized client service and investment portfolios, yet sophisticated enough to create institutional-quality, risk-managed investment solutions.
What We Do
Among our many services, we offer:
- Customized and transparent investment management
- Retirement planning including no-load variable annuities and insurance
- Tax-aware investment strategies
- Trust investing
- Options-Enhanced® investing
- Allocation overlay strategies
We manage nontaxable and tax-deferred retirement accounts, like IRAs and 401ks, as well as taxable individual and trust accounts. When you become our client, we will analyze your current portfolio and work to improve it. Unlike some advisors, we do not automatically sell all your investments and, thereby, create potential tax issues or trading costs. We will discuss with you what we feel are your best options before we implement our strategies and will always try to minimize cost and negative tax effects for you.
Bionic Capital utilizes low-cost ETFs, no-load mutual funds, individual stocks, bonds and CDs, closed-end funds and other publicly-traded investment vehicles. Choosing an appropriate mix of investments may diversify a portfolio and help reduce the risk of loss.
Our goal is to help each client succeed. Bionic Capital and our advisor(s) are fiduciaries; we always try to serve the best interests of our clients. We can work within your preferences, whether you need income for retirement or you desire an environment-friendly ESG portfolio.
To discuss your needs and how we may be able to help you, please email us or call 310-734-8500.
Who We Are
Dean Erickson, CFA, Founder and CEO
After graduating from Brown University with a degree in mathematical economics in 1982, Dean began his investment career at Miller Tabak & Company in New York City as an options trader and arbitrageur. Later, he developed and managed a merger arbitrage portfolio for the same firm. He attained the Chartered Financial Analyst designation in 1987.
More recently, he was a financial advisor in the Beverly Hills office of UBS Financial Services. In 2009, he founded Bionic Capital LLC where he oversees all client investments.
Dean has offered his insights and expertise to the Wall Street Journal, Structured Products magazine and other publications. He has been profiled in REP. magazine.
Dean and his wife, Lisa, live in West Los Angeles, CA.
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.
Start a conversation with us to learn how we may be able to help you achieve your financial goals.
11620 Wilshire Blvd.
Los Angeles, CA 90025