Wealth Management for Your Future
Bionic Capital LLC is a registered investment advisor and fiduciary dedicated to client success.
Your money is important to you, so it’s important to us. That’s why we bring together the best providers of financial services at the lowest possible fee rates. By combining digital efficiency and human expertise, we provide strategic investment solutions so you can better provide for your family, reach your retirement goals, or create a legacy through giving.
Bionic Capital offers investment solutions from the best providers in the world. Our job is to tailor the right solution for you, monitor that solution, and change it as needed.
For select clients, we manage portfolios enhanced with Bionic’s best-choice investments for equity, fixed income, and alternative asset classes.
Bionic Capital is a fiduciary and always puts client interests first.
Clients work directly with CEO Dean Erickson, CFA. A 1982 graduate of Brown University with a degree in mathematical economics, Dean has been an investment professional for over twenty years.
Secure and Confidential
Bionic Capital utilizes Schwab Institutional as its main service provider and asset custodian. Providers are chosen based on their financial strength, superior technology, and wide breadth of investment offerings.
As an independent company, we consider new fintech and custodial relationships as needed.
What we Do
Laddered treasury portfolios purchase treasury securities of varying maturities up to five years. Designed for investors who desire monthly cash returns with ultra-low price volatility.
Tax-optimized ETF model portfolios are managed by 55-IP, a JPMorgan company, using portfolios from BlackRock, JPMorgan, or Fidelity. Designed to meet long-term investing goals with optimized tax efficiency.
Options-enhanced® cash-flow portfolios target above-average interest and dividend returns using a mixture of securities. Designed for clients with monthly cash needs that can tolerate some market volatility.
Bionic Capital is your ongoing financial problem-solver. We use financial planning software by Planswell.
Risk Tolerance Questionnaire
Filling out a questionnaire is only the first step in understanding how you should invest.
How We Do It
Fee Rates as Low as 0.25% Annually
Rates depend upon the investing strategy utilized and the total assets managed per client. Management fees are negotiable.
Dean Erickson, CFA, Founder and CEO
Dean graduated from Brown University with a degree in mathematical economics in 1982. He began his investment career as an options trader at Miller Tabak & Company in New York City. Later, he managed a merger arbitrage portfolio for the same firm. He attained the Chartered Financial Analyst designation in 1987.
After serving as a financial advisor at UBS Financial Services, he founded Bionic Capital LLC in 2009 where he oversees all client relationships and investment portfolios.
Dean has provided his insights and expertise to the Wall Street Journal, Structured Products magazine, and other publications. Desiring 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 Melbourne, Florida.
Call, email, or set a phone call appointment using our Calendly scheduler. We are here for you.
Melbourne, FL 32940
M-F: 9am-4pm, S-S: Closed
Nothing on this site should be considered tax, legal, insurance, or investment advice. Decisions based on information on this website are the sole responsibility of the person viewing the site. You agree to hold Bionic Capital LLC, its officers, employees, and independent contractors, harmless against any and all claims, losses, liability, and expenses arising from its use.
The value of an investment may go up or down. An investor may not receive the amount initially invested, and income, if any, may fluctuate. Past performance is not necessarily indicative of future returns. Potential clients should consider their investment objectives and constraints, among other things, before investing. Contact Dean Erickson, CFA at (321) 574-8052 for a discussion of risks.