Digital Investing. Personalized Advice.
Combining digital efficiency and human expertise, we provide strategic investment solutions and personalized advice so you can better provide for your family, reach your retirement goals, or create a legacy through giving.
Do better. Go Bionic®.
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.
We also offer Bionic 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, Interactive Brokers, and Altruist as its asset custodians. 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 to serve you.
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. (0.33% annual fee – minimums apply)
ETF model portfolios are actively managed portfolios from BlackRock, State Street, JP Morgan, and many others. Designed to efficiently meet long-term investing goals at low cost. (0.57% annual fee – minimums apply)
Bionic 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. (0.57% annual fee – minimums apply)
Bionic Capital is your ongoing financial problem-solver. We use financial planning software by Planswell and do not charge for financial planning advice.
How We Do It
Once we determine your risk tolerance profile, we recommend a specific portfolio from hundreds created by companies like BlackRock, State Street, and others. Once approved, we automate the trading and rebalancing of your portfolio, monitor it for performance, and make changes as needed. Bionic Portfolios work similarly but may incorporate a wider range of securities to help you meet your goals.
Filling out a Risk Tolerance Questionnaire should only be the first step before having an in-depth discussion. Every client portfolio is managed based on individual client needs, investment time horizon, and personal risk tolerances.
Planswell can help you track your progress toward your goals. It is free for your use and we will discuss your progress with you annually or as needed.
Simple Pricing - Fee Rates as Low as 0.33% Annually
Fee rates are 0.33% annually for laddered treasury portfolios and 0.57% for all other portfolios. Simple.
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.
Click here to read our company’s 2023 Brochure to learn more about how we conduct our business. You can also learn more about us on the SEC website.