Investment Services

The Best in Robo and Human Advice

Bionic Capital provides professionally managed investment strategies, individualized wealth advice, and long-term financial problem-solving for every client. Our goal is to solve your needs, so we deliver multiple low-cost investment strategies and adapt them as your needs evolve. Go Bionic.

Laddered Treasury Portfolios

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Tax-optimized ETF Portfolios

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Options-enhanced® Cash-flow Portfolios

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  • Personalized advice
  • Multiple investment strategies
  • Choice of ESG portfolios
  • Low management fee rates
  • Experienced financial problem-solving
  • 24/7 financial portal
  • Performance reporting
  • Fiduciary decision-making
  • Independence to choose providers
  • 55-IP, a JPMorgan company
  • Schwab Institutional
  • No sales calls

Investment Services

Fixed Income Portfolio

Laddered Treasuries

  • Perfect for risk-averse investors
  • Provides stable cash interest returns
  • Treasury securities of varying maturities
  • Bond principal reinvested
  • Fee rate of only 0.25% annually
  • $1,000,000 minimum investment

Long-term Growth Potential

Tax-optimized ETFs

  • Low-cost ETF investment strategies
  • Managed by 55-IP, a JPMorgan company
  • Model portfolios from BlackRock, JPMorgan, and Fidelity
  • Diversified, efficient, and tax-optimized
  • Perfect for IRAs and taxable accounts
  • Fee rate of only 0.50% annually
  • $200,000 minimum investment

Click here to learn how your private foundation may pay zero investment management fees.


Cash flow with Growth Potential

Options-enhanced Cash Flow

  • Managed by Bionic Capital LLC
  • Target high cash returns and growth
  • Designed for long-term investors
  • Intended to offer monthly income
  • Portfolios are updated as needed
  • Fee rate of 0.60% annually
  • $500,000 minimum investment

The Investment Services Process


Contact us to set up a convenient time to discuss your investment experiences, fears, goals, and aspirations to help us create the best possible solution for you. By understanding you and your specific situation we can determine the optimal investment allocation and strategy and adjust your portfolio as your situation and market conditions dictate. We will help you through every step and answer any questions you may have.


Most long-term investors will benefit from actively-managed, low-cost, tax-optimized model ETF (exchange-traded-fund) portfolios. Bionic has engaged 55-IP, a JPMorgan company, to offer the best in trading efficiency and tax optimization using model portfolios from BlackRock, JPMorgan, and Fidelity.


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.

Contact Us

Call, email, or set a phone call appointment using our Calendly scheduler. We are here for you.

(321) 574-8052

Melbourne, FL 32940

M-F: 9am-4pm, S-S: Closed


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.