Investment Strategies
to Secure Your Future

We provide professionally managed investment strategies, individualized wealth management, and long-term financial problem-solving for every client.

Our goal is to solve for your needs, so we make available multiple low-cost investment strategies and adapt them as your needs change. Go Bionic.

Investment Strategies

As an independent advisor, we can choose the best available technologies and partners to help you succeed.

Investment Strategies 1

Fixed Income Portfolios

Low Volatility

Fixed income securities generally have lower volatility and lower risk of loss than equity (stock) investments. They may also exhibit lower expected returns. This specific strategy typically will utilize fixed income ETFs and mutual funds only. Management fees can be as low as 0.25% per annum (e.g., a $2,500 annual fee for managing a $1,000,000 portfolio).

Investment Strategies 2

blackRock Model portfolios

Low-cost and Efficient

ETF model portfolios from BlackRock consist of individualized allocations to a diversified mix of ETFs (exchange-traded funds). These ETFs generally trade commission-free at TD AMERITRADE Institutional. Non-U.S. clients will custody their assets at Interactive Brokers and may incur small trading costs for these portfolios.

Investment Strategies 3

Bionic Portfolios

Higher Risk, Potential Higher Returns

Bionic Portfolios are internally generated and managed portfolios from Bionic Capital LLC. Click here to learn more about Bionic Portfolios.

Bionic Portfolios

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Long-term growth

Customized Bionic Portfolios may utilize any publicly-traded securities including stocks, ETFs, mutual funds, stocks, CDs, structured products, closed-end funds, and, for qualified clients, equity options. We make every effort to minimize tax ramifications for taxable accounts.

Management fees range from 40 bps to 100 bps (0.40% to 1.00%) annually based on assets managed.

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diversified

Bionic ETF and Mutual Fund Portfolios are comprised of low-cost, liquid ETFs and no-load mutual funds from a variety of providers. Generally, securities in these portfolios trade commission-free on the TD Ameritrade Institutional platform.

Management fees range from 40 bps to 75 bps (0.40% to 0.75%) annually based on assets managed.

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income

Bionic Fixed Income Portfolios invest in mutual funds, FDIC-insured certificates of deposits (CDs), fixed income ETFs, closed-end fixed income funds and other available securities. Portfolios are intended to generate relatively stable income for risk-averse clients but may exhibit higher volatility than the Fixed Income portfolios described above.

Management fees are 35 bps (0.35%) annually for portfolios of $500,000 and more.

DISCLAIMER: The value of an investment portfolio may go up or down. An investor may not receive the amount initially invested, and income, if any, may fluctuate.

Contact Us

Let's Start a Conversation

Call 310-734-8500, email dean@bioniccapital.com or fill out the form below.

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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 8-16-19 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.

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