Investment Strategies
Investing for Your Future
Investment Strategies
As an independent advisor, we choose the best investment and technology providers to help you succeed.
Fixed Income Portfolios
Laddered Treasuries
Treasury securities generally exhibit lower volatility and lower risk of loss than equity (stock) investments. They may also have lower expected returns. This strategy purchases government-guaranteed fixed-income securities of varied maturities. Management fees are 0.33% per annum with a $1,000,000 minimum investment.
Model Portfolios
ETF Portfolios
ETF model portfolios from JP Morgan, State Street, BlackRock and other providers consist of individualized allocations to a diversified mix of ETFs (exchange-traded funds). These ETFs generally trade commission-free. Management fees are 0.57% per annum with a $100,000 minimum investment.
Bionic Portfolios
Options-enhanced Cash Flow
Bionic Portfolios are internally generated and managed portfolios from Bionic Capital LLC. Click here to learn more about Bionic Portfolios.
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 2023 Brochure to learn more about how we conduct our business. You can also learn more about us on the SEC website.