310-734-8500 info@bioniccapital.com

Bionic Capital
Wealth Management

Don’t settle for a robo-advisor. Go Bionic.

Bionic Capital LLC is a registered investment advisor and fiduciary dedicated to your success. We create customized wealth and investment management solutions utilizing the benefits of the latest investing technology, investment research, and human experience. Go Bionic.

 

Welcome to Bionic Capital

Wealth Management for Your Future

Bionic Capital - Wealth manager and registered investment advisor - Do What is Great

Investment Management

Bionic Capital creates best-choice, risk-managed model portfolios. We also offer hundreds of third-party model portfolios from Blackrock, Vanguard, State Street, and other providers. We specialize in ESG (Environmental, Social, and Governance) portfolios to meet the needs and desires of modern investors.

We can work with existing client portfolios to minimize realized taxable gains while enhancing portfolios with Bionic’s best choice investments for equity, fixed income, and alternative asset classes. Each portfolio is based on individual client needs, investment time horizon, and personal risk tolerances.

Fiduciary Advice

As a fiduciary, Bionic Capital always puts your interests first. We become your wealth and investment manager and on-going intellectual resource for solving retirement, cash-flow, and other financial issues.

Currently, all clients work directly with CEO Dean Erickson, CFA. A 1982 graduate of Brown University, Dean has been an investment professional for over twenty years.

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Secure and Confidential

To ensure asset and client information security, Bionic Capital uses custodians TD AMERITRADE Institutional and Interactive Brokers. Custodians are chosen based on their financial strength, low fees, and wide breadth of offerings in order to benefit clients.

We consider new custodial relationships as needed.

Answer 14 simple questions to see your suggested portfolio allocation and securities. Confidential with no contact information required.

Bionic Capital

Our Core Values

  • As fiduciaries, we put our clients’ interests first.
  • As citizens, we strive to improve the world.
  • As a business, we are fair, client-centric and sustainable.
Bionic Capital - Wealth manager and registered investment advisor - Client-advisor trust
Bionic Capital - Wealth manager and registered investment advisor - Woman enjoying her success

One Size Fits One 

It’s About You

Every day we strive to enhance lives through our investment management strategies and financial problem-solving. We only succeed when you achieve your retirement, philanthropic, and investment goals. Your success is our goal.

How Bionic benefits you

Low fees
Lower stress
Personalized advice
Choice of ESG portfolios
Multiple investment strategies
Multiple asset custodians
Free banking services
Tax-loss harvesting
Financial problem-solving
Option to link outside accounts
Free 24/7 financial portal
Performance reporting
Independent, fiduciary decision-making
Work directly with CEO Dean Erickson, CFA

 

getting to know you

It all begins with you. Do you have unrealized gains or complex investing needs? Simply email us with your concerns to begin an in-depth conversation.

Want to know what portfolio we may suggest? Click here to answer our online investor questionnaire. If you choose, you can then easily open an investment account online.

In either case, to advise you properly, we need to know you beyond online answers or mathematical risk scores. We will set up a convenient time for you to discuss your investment experiences, fears, goals, and aspirations.

By understanding you and your specific situation we can determine the optimal investment allocation and strategy for you. We adjust your portfolio as your situation or market condition dictates.

We will help you through every step and answer any questions you may have.

how we Invest for you

Although we offer many investment strategies for our clients, most clients will benefit from low-cost model ETF (exchange-traded-fund) portfolios.

We create our best choice Bionic ESG and Bionic Diversified model portfolios. Bionic also offers model portfolios from BlackRock, State Street, Vanguard, and many others.

We implement your specific allocation and strategy with the latest trading technology for efficiency and low cost. Typically, there are no commissions for buying and selling ETFs.

how our process Works for you

Bionic monitors every portfolio to make sure each is performing as expected. We rebalance portfolios automatically using our technology. Rebalancing portfolios back to allocation targets may reduce risk and enhance long-term performance.

Strategies and portfolios are updated, as needed. After consultation with you, we can change your allocation, ETF strategy, or provider, or we can create an entirely new portfolio for you from our internally generated, best-choice investment options.

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Low Annual Fee Rates

Our fee rates are negotiable. Rates depend upon the investing strategy utilized and the total assets managed per client.

Financial Services

We manage investment portfolios and serve as your financial problem-solving resource.

Our asset custodians, TD AMERITRADE Institutional and Interactive Brokers, offer several banking services, such as checking, ACH transfers, and wire transfers. Please let us know your needs.

Retirement Plans

In addition to individual taxable accounts, we manage portfolios for IRAs, 401ks and no-load variable annuities to help you achieve your retirement goals.

Estate Planning

We can work with your attorney and CPA to ensure you have the appropriate estate planning solution for you and your family.

Impact Investing 

We can invest in low-cost ESG (Environmental, Social, Governance) and SRI (Socially-Responsible Investing) portfolios for you.

Risk Management

We manage each portfolio with regard to potential downside risks.

Portfolio Management

Depending upon the investment strategy, we may manage portfolios with a combination of active and passive solutions attempting to take advantage of short-term opportunities while focusing on your long-term success.

Trusts, Foundations, Donor-Advised

We can manage portfolios for trusts, foundations, and donor-advised funds and partner with third-party providers as needed.

Answer 14 simple questions to see your suggested portfolio allocation and securities. Confidential with no contact information required.

Dean Erickson, CFA, Founder and CEO

Dean graduated from Brown University with a degree in mathematical economics in 1982.  He began his investment career at Miller Tabak & Company in New York City as an options trader. Later, he managed a merger arbitrage portfolio for the same firm. He attained the Chartered Financial Analyst designation in 1987.

More recently, he was a financial advisor in the Beverly Hills office of UBS Financial Services. In 2009, he founded Bionic Capital LLC where he currently oversees all client investments and relationships.

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 Los Angeles, CA.

Dean Erickson, CFA - Bionic Capital
CFA Badge for Dean Erickson, CFA, CEO of Bionic Capital

Contact Us

Let's Start a Conversation

Call 310-734-8500 or email dean@bioniccapital.com.