Institutional Asset Management
Options-Enhanced® and Cash Flow Bionic® Portfolios
Institutional Asset Management
We provide customized and transparent institutional asset management solutions emphasizing low-volatility, high-income portfolios.
Bionic® Portfolios – Customized. Transparent. Evolved.™
- Institutions, Pension Funds, Sovereign Wealth Funds and Endowments
Bionic® Portfolios are separately-managed, transparent, and customizable institutional portfolios. We offer two types of Bionic® Portfolios – 1) Options-Enhanced® Equity & Fixed Income Portfolios and 2) Cash Flow Portfolios.
Options-Enhanced® Equity & Fixed Income – $5,000,000 minimum
Options-Enhanced® Equity & Fixed Income Portfolios may replace hedge fund or absolute return allocations. Unlike typical hedge funds, there are no gates or performance fees. Annual fee rates are based on assets managed and are negotiable. Fees are assessed monthly, in arrears.
Cash Flow Portfolios – $5,000,000 minimum
Cash Flow Portfolios consist of ETFs, mutual funds, and dividend paying stocks. Depending upon your Investment Policy Statement, closed-end funds and MLPs may also be considered. Portfolios are designed to yield 4% from dividends and interest in an approximately 50%-50% mix of equities and fixed income securities. Annual fee rates based on assets managed. Fees are assessed monthly, in arrears:
Options-Enhanced® is a registered trademark for “Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others. FIRST USE: 20090904. FIRST USE IN COMMERCE: 20090904”
“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.
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.