Investment Risk Questionnaire
Answering the eight questions below is a first step to learning more about each other. There is no obligation.
If you would like to pursue a conversation and possible relationship, we would welcome it. We look forward to assisting you in reaching your financial goals.
Every client and prospect can always call me directly at 310-592-0540.
Dean Erickson, CFA
Once we have your questionnaire results, we will contact you. Or feel free to call us or email us at any time. We are here to serve you. However you choose to proceed, we need to have a deeper discussion to know you better in order to serve you better.
Once we’ve decided to work together, we develop your investment strategy. We listen to your needs and concerns and together we agree upon your optimal strategy. Because we are independent, we can utilize the best available strategies or create one internally customized just for you. Our fiduciary duty is to you.
After we’ve agreed upon your specific strategy, we implement it through your third-party asset custodian, TD AMERITRADE Institutional or Interactive Brokers. While we make investment decisions and implement them for you, Bionic Capital does not hold securities or money. Your investments are held securely at your chosen custodian. You will have 24/7/365 online account access to keep track of your progress.
Once your money is invested, our work continues throughout our relationship. We monitor your portfolios and adjust them as needed. As your life and financial needs change, we are available to discuss your concerns and help solve them. Go Bionic.
BIONIC® is a registered trademark for "financial services, including investment management" and separately for "banking services." Please respect our trademarks.
Bionic Capital - Disclaimer
This website is for informational purposes only. It is not a solicitation or recommendation for the purchase or sale of any security or financial product. Nothing on this site should be considered tax, legal, insurance or investment advice.
We may only transact business in those jurisdictions where we are registered unless otherwise exempted. Communications with prospective clients residing in jurisdictions where Bionic Capital and its representatives are not registered shall be limited.
Currently, Bionic Capital LLC operates as a sole proprietorship owned by CEO Dean Erickson, CFA. From time to time, we have hired and will hire additional investment advisor representatives. Assets under management as of 2-20-20 were approximately $19 million for 21 clients.
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.
Discussion of 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. The value of an investment may be affected by a variety of factors. These factors include economic and political developments, changing interest and foreign exchange rates, as well as issuer-specific events. Past performance is not necessarily indicative of future returns.
Potential clients should consider their investment objectives and constraints, among other things, before choosing to work with us. Some of our investment strategies are only appropriate for investors with long-term time horizons. Contact Dean Erickson, CFA at 310-734-8500 for a discussion of risks.