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
This website is for informational purposes only. This website should not be considered a solicitation, offer or recommendation for the purchase or sale of any securities or other financial products and services. Nothing contained herein constitutes tax, legal, insurance or investment advice.
Bionic Capital may only transact business in those states and international jurisdictions where we are registered, or have filed notice, or are otherwise excluded or exempted from registration requirements. 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 additional investment advisor representatives. Assets under management as of 6-26-18 approximate $17.4 million for 24 clients. Call Dean at 310-734-8500 for more information.
Decisions based on information contained herein are the sole responsibility of the person viewing the website. You agree to indemnify and hold Bionic Capital LLC, its officers, employees, and independent contractors, harmless against any and all claims, losses, liability, and expenses arising from its use.
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. These factors include 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.