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. To avoid unnecessary tax consequences, we consider your current portfolio and work to improve it. We will discuss with you what we feel are your best options before implementing our strategies.

We utilize 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 our fee rates low and your information safe, we utilize the first-rate technology and services of our primary custodian, TD AMERITRADE Institutional.

If you are interested in learning more, we would be happy to discuss your needs and how we may be able to help you.

 

Call 310-734-8500 or

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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 low-cost automated wealth advisor solution (Bionic Wealth Management). To learn more, click here.

“Bionic” is a federally-registered trademark 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.”

Founder

Bionic Capital founder and CEO, Dean Erickson, CFA

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.

Sharing his life lessons and hoping to help others live happier, more successful lives, he has written two personal development books, Choose Your Story, Choose Your Life and Act. Adapt. Achieve.

Dean and his wife, Lisa, live in West Los Angeles, CA.