Don’t settle for a robo-advisor.
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 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.
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.
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 learn your suggested portfolio allocation. It’s totally confidential and no contact information is required.
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.
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
Choice of ESG portfolios
Multiple investment strategies
Multiple asset custodians
Free banking services
Option to link outside accounts
Free 24/7 financial portal
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.
Low Annual Fee Rates
Our fee rates are negotiable. Rates depend upon the investing strategy utilized and the total assets managed per client.
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.
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 invest in low-cost ESG (Environmental, Social, Governance) and SRI (Socially-Responsible Investing) portfolios for you.
We manage each portfolio with regard to potential downside risks.
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 learn your suggested portfolio allocation. It's totally confidential and no contact information is 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.