(321) 574-8052 dean@bioniccapital.com

Getting Started

Investment Risk Questionnaire

Answering the eight questions below is a first step in learning more about each other. There is no obligation.

Thank you.
Dean Erickson, CFA

Investment Risk Questionnaire

1. 

Your current age is

2. 

How would you generally rate your willingness to take financial risk?

3. 

How would you characterize your experience in investing (stock, bonds, mutual funds, etc.)?

4. 

How many years before you expect to start taking money from your portfolio?

5. 

In which of the following investment portfolios would you most likely invest?

6. 

Which of the following ranges best represents your current annual family income (including social security and pension income) before taxes?

7. 

What is the amount of your investable assets, excluding real estate, but including mutual funds, cash, stocks, and bonds?

8. 

Would you prefer to invest in a portfolio designed to meet environmental, social and governance (ESG) criteria?

Please fill out the fields below.

Name Email Phone Number

Next Steps

Consultation

Once we have your questionnaire results, we will contact you. We need to have a deeper discussion to know you better in order to serve you better.

Upon agreement, we will send you a link to help you easily open your account online.

Your Strategy

After listening to your needs and concerns, we develop your investment strategy. Because we are independent, we can utilize the best third-party strategies or create a strategy customized for you. Our fiduciary duty is only to you.

Your Portfolio

We implement ETF investment strategies through Altruist. The charge for this service is only 50-60 bps (0.5% – 0.6%) annually, subject to account minimums and choice of model provider. For more complex needs, we open account(s) for you at either TD AMERITRADE Institutional or Interactive Brokers. Fee rates are negotiable.

Bionic Capital does not hold securities or your money. Your assets are held securely at your chosen custodian. You will have 24/7/365 online account access to keep track of your progress.

Investment Management
Financial Problem-solving

After your money is invested, our work continues. We monitor your portfolios and adjust them as needed. As your life and financial needs change, we are here to discuss your concerns and help solve them.

Long after you take our investment risk questionnaire, Bionic Capital monitors, protects and grows your investment portfolios

Don’t forget to take our eight-question, no-obligation, Investment Questionnaire.

Contact Us

Let's Start a Conversation

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

Disclosures

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.