Bionic Capital

Wealth Management for Your Future

Bionic Capital LLC is a registered investment advisor and fiduciary dedicated to client success. As an independent company, we provide wealth management solutions tailored to your needs utilizing the best providers of investing technologies, research, and human service. Go Bionic.

Investment  Management

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.

Fiduciary Advice

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 TD AMERITRADE 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

Wealth Management

Investment Strategies

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, WisdomTree, and many others. 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.

Financial Planning

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.

Resources

Important Information

Risk Questionnaire

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.

Process

We question.
We learn.
We decide.
We implement.
We monitor.
We adapt.

Retirement Planner

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.

Methodology

We have engaged 55-IP, a JPMorgan company, to manage client portfolios. With 55-IP and its “intelligent automation,” portfolios benefit from sophisticated algorithms that actively seek to reduce inefficiencies and find opportunities to lower taxes.

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 a stint as a financial advisor at UBS Financial Services, he founded Bionic Capital LLC in 2009 where he oversees all client relationships and about $18 million in investable assets.

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.

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

Contact Us

Feel free to call, email, or use the contact form on this page to reach us. We are here for you.

(321) 574-8052

Melbourne, FL 32940

M-F: 9am-4pm, S-S: Closed

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Disclaimer

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.

Investing Risks

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.

Company Brochure

Click here to read our company’s 2022 Brochure to learn more about how we conduct our business. You can also learn more about us on the SEC website.