About Bionic Capital
Call 310-734-8500 to learn more
About Bionic Capital
Bionic Capital is a full-service, fee-only private wealth management firm and emerging institutional asset manager. We are small enough to deliver individualized client service and investment portfolios, yet sophisticated enough to create institutional-quality, risk-managed investment solutions.
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
To focus our resources, Bionic Capital maintains a select list of clients. We serve as a financial problem-solving resource as well as in-house investment manager.
We manage nontaxable and tax-deferred retirement accounts as well as taxable individual and trust accounts. To avoid unnecessary tax consequences, we will analyze your current portfolio and work to improve it. Unlike some advisors, we do not automatically sell your investments and, thereby, create potential tax issues. We will discuss with you what we feel are your best options before implementing our strategies. It is important that we always strive to minimize 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 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. Simply call us to confidentially discuss your situation. Your success and peace of mind are important to us.
To keep costs low and your information safe, we utilize the first-rate technology and services of TD AMERITRADE Institutional.
If you are interested in learning more, let’s discuss your needs and how we may be able to help you.
Call 310-734-8500 or
Register Investment Advisor
Bionic Capital LLC is a registered investment advisor capable of serving clients throughout the United States and many parts of the world. Our company and business is regulated by the state of California.
Although most people can benefit from a full-service investment and advice provider, we also offer a lower-cost automated wealth advisor solution (Bionic Wealth Management). To learn more, click here.
Dean Erickson, CFA, 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® is a federally-registered trademark owned by Bionic Capital LLC 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 is separately registered for use in "banking services."
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.
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.