310-734-8500 [email protected]
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Getting Started

Investment Risk Questionnaire

Completing the nine-question, investment risk questionnaire 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. No sales calls, please.

Thank you.
Dean Erickson, CFA

Bionic Investment Risk Questionnaire

Your current age is

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

As you withdraw money from these investments, over how many years do you plan to spend it?

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

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

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

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

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

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

Our Next Steps

Consultation

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.

Your Strategy

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.

Your Portfolio

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.

Management and Problem-solving

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.

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

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

Contact Us

Let's Start a Conversation

Call 310-734-8500, email [email protected] or fill out the form below.

9 + 15 =

Disclosures

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 9-20-19 approximate $18 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.

Company Brochure

Click here to read our company’s Brochure to learn more about how we conduct our business. Learn more at the SEC website by clicking here.

 

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