Investing Technology and Human Experience
A Bionic Advisor provides the benefits of investing technology, investment research, human experience, and personalized service. A Bionic Advisor strives to ensure excellent client experiences and financial outcomes. More than a robo-advisor, a Bionic Advisor combines the latest in investing technology with deep financial experience. In this way, Bionic Advisors attempt to increase their clients’ odds for long-term financial and life success.
A true Bionic Advisor offers investors experienced, credentialed human advisors. Human advisors help clients understand the risks and potential rewards of investing. With this help, investors can better understand their real risk tolerance and investing goals. That understanding goes way beyond simply calculating a number from a questionnaire.
A Bionic Advisor can help a client through every step of the onboarding process. On-boarding may include the opening and transferring of accounts, setting up monthly disbursements, and establishing 24/7 online account access. Only a BIonic Advisor can help clients through the ups and downs of volatile markets.
Additionally, a Bionic Advisor can go far beyond simple ETF portfolios. Such simple portfolios may or may not be fiduciary in nature or in the best interests of a specific client. Thus, a Bionic Advisor considers deeply how to use his/her knowledge of markets and individual clients in order to customize services and investment portfolios.
In short, Bionic Advisors help their clients in every way humanly possible, which technology by itself simply can not do.
Investing Technology with Humanity – It’s the perfect combination for long-term financial success.
To us, the name “Bionic” means “enhanced.” Every day we strive to enhance lives through customized and cost-effective private wealth management. Our goal is to help our clients achieve their retirement, philanthropic, and investment goals.
We only succeed when our clients do.
Investing Technology with Humanity
Several companies have used “Bionic” when describing investment management and financial methods. However, there is only one true Bionic Advisor. Bionic Capital LLC is the registered owner of the Bionic trademark. It is registered for use in “financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services.” The Bionic trademark is also registered separately for “banking services.”
Using the Bionic trademark without attributing ownership of the mark to Bionic Capital LLC may be infringing. If a financial firm infringes on our legal property, you may question whether you can trust them with your financial future.
More about Bionic Capital LLC
Bionic Capital LLC is a full-service, fee-only, independent registered investment advisory firm. Based in Los Angeles, we serve the investment and wealth management needs of affluent and high-net-worth individuals and families throughout the United States. We maintain a select group of clients in order to focus our resources on serving them.
Why use a robo-advisor, when you can receive customized, Bionic® investment and wealth management services for about the same fee rate? Call 310-734-8500 or email to learn more directly from CEO, Dean Erickson, CFA. Learn why you should Go Bionic®!