Options-enhanced® and Cash Flow Portfolios for Institutions
Bionic Portfolios for Institutions
Bionic Portfolios are separately managed institutional portfolios specifically designed per client needs and managed by investment advisor Bionic Capital LLC. Options-enhanced® institutional portfolios utilize call and put options in an attempt to reduce risk and garner extra return through potential capital appreciation and options time decay. Cash flow institutional portfolios target a 50-50% mix of equities and fixed income and a 4.5% cash flow annual return from dividends and interest.
Contact Bionic Capital LLC at 310-734-8500 to discuss potential investment strategies and to receive the current options disclosure document, Characteristics and Risks of Standardized Options. Bionic® Portfolios are not suitable for every investor and there is no guarantee that positive returns will be achieved.
This website is for informational purposes only and should not be considered a solicitation to buy or sell securities. It is intended only for qualified institutional investors. For more complete information on the investment objectives, risks, fees and expenses of any investment, please contact Bionic Capital LLC at 310-734-8500.
“BIONIC” is a trademark owned by Bionic Capital LLC in Los Angeles, CA. The trademark is 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.