(321) 574-8052 dean@bioniccapital.com

Bionic Capital
Wealth Management

Automated Investing. Personalized Advice.™

Bionic Capital LLC is a registered investment advisor and fiduciary dedicated to client success. We create customized wealth management solutions benefiting from state-of-the-art investing technology, investment research, and human experience. Go Bionic.

Investment Management

Bionic Capital offers risk-managed ETF (exchange-traded-funds) model portfolios, as well as third-party model portfolios from Blackrock, Vanguard, State Street, and other providers. We offer multiple ESG (Environmental, Social, and Governance) portfolios.

For select high-net-worth clients, we manage bespoke portfolios enhanced with Bionic’s best choice investments for equity, fixed income, and alternative asset classes. Every client portfolio is managed based on individual client needs, investment time horizon, and personal risk tolerances.

Fiduciary Advice

As a fiduciary, Bionic Capital always puts client interests first. 

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

For the benefit of clients and safekeeping of their assets, Bionic Capital utilizes third-party providers such as TD AMERITRADE Institutional, Interactive Brokers, and Altruist. Providers are chosen based on their financial strength, low fees, superior technology, and wide breadth of investment offerings.

We consider new fintech and custodial relationships as needed.

Independence is Good

Because Bionic Capital is an independent company, we are not limited by software or investing options. We can choose the best technology and investment resources for our clients.

Technology Providers

We utilize TD AMERITRADE Institutional as our primary custodian, but also use Altruist and Interactive Brokers. Altruist is a technology provider that manages portfolios through custodian Apex Clearing. Altruist offers leading-edge software to make investing easier and more cost-effective while giving clients the clearest picture of their portfolios and performance.

While Altruist will likely benefit most new clients, Interactive Brokers may be better for clients with sophisticated needs. An in-depth discussion will help us determine how to best help you.

Interested in financial planning software? Try Planswell. We offer this excellent software to clients and non-clients for free. Any information that may be shared with us will be confidential, and you have no obligation to invest with us.

Fees

Full-service management fees for managed ETF portfolios through Altruist are only 0.53% annually. Choose from BlackRock, State Street, Vanguard model portfolios, and more. (account minimums apply.)

For more complex needs, we may open an account(s) for you at either TD AMERITRADE Institutional or Interactive Brokers. Fee rates are negotiable.

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How Bionic benefits you

Low fees
Low stress
Personalized advice
Multiple investment strategies
Multiple asset custodians
Choice of ESG portfolios
Experienced financial problem-solving
24/7 financial portal
Performance reporting
Fiduciary decision-making
Independence

getting to know you

Click here to answer eight simple questions to begin our process. We will then set up a convenient time to discuss your investment experiences, fears, goals, and aspirations in order to create the best possible solution for you.

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 and market conditions dictate.

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.

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

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 Capital monitors every portfolio for performance and rebalances portfolios as appropriate. Rebalancing portfolios back to allocation targets may reduce risk while enhancing long-term returns.

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.

0.25% – 1.00%

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.

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, recently relocated to Florida.

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

Contact Us

Call (321) 574-8052 or email dean@bioniccapital.com

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.

Trademarks

BIONIC® is a federally registered trademark owned by Bionic Capital LLC. It is registered for "Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services." BIONIC is also a registered trademark for "Banking services."

Please respect our trademarks.