Wealth Management. Enhanced.
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
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.
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.
Bionic Capital creates your target investment allocation based on your needs, investment time horizon, and personal risk tolerances.
We use model portfolios from Blackrock, State Street, and others to invest for you. We can also work with pre-existing portfolios and enhance them with Bionic’s best choice investments for equity, fixed income, and alternative asset classes.
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.
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.
We maintain a small list of amazing clients to focus our resources on each of them. We are currently open to new relationships.
Low Annual Fee Rates
Our fee rates are negotiable. Rates depend upon the investing strategy utilized and the total assets managed per client.
Each client works directly with CEO Dean Erickson, CFA.
Assets Under Management (AUM)
We manage approximately $18 million in public market investments.
We manage investment portfolios, serve as your financial problem-solving resource, and can help you purchase affordable term life insurance, if desired.
Our custodians, TD AMERITRADE Institutional and Interactive Brokers, may offer free banking services, such as checking, ACH transfers, and wire transfers. Please let us know your needs.
In addition to individual taxable accounts, we manage portfolios for IRAs, 401ks and no-load variable annuities to help you achieve your retirement goals.
We can work with your attorney and CPA to ensure you have the appropriate estate planning solution for you and your family.
We can create low-cost ESG (Environmental, Social, Governance) and SRI (Socially-Responsible Investing) portfolios for you.
We manage each portfolio with regard to potential downside risks.
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.
Dean Erickson, CFA, Founder and CEO
Learn More About Dean
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.