Investing for Your Future
Bionic Capital provides professionally managed investment strategies, individualized wealth advice, and long-term financial problem-solving for every client.
Our goal is to solve for your needs, so we make available multiple low-cost investment strategies and adapt them as your needs evolve. Go Bionic.
As an independent advisor, we can choose the best available technologies and partners to help you succeed.
Fixed Income Portfolios
Fixed income securities generally have lower volatility and lower risk of loss than equity (stock) investments. They may also exhibit lower expected returns. This specific strategy typically will utilize fixed income ETFs and mutual funds only. Management fees can be as low as 0.25% per annum (e.g., a $2,500 annual fee for managing a $1,000,000 portfolio).
Low-cost and Efficient
ETF model portfolios from Vanguard, BlackRock and other providers consist of individualized allocations to a diversified mix of ETFs (exchange-traded funds). These ETFs generally trade commission-free for U.S. clients. Non-U.S. clients must custody their assets at Interactive Brokers and may incur small trading costs for these portfolios.
Customized Bionic Portfolios may utilize any publicly-traded securities including stocks, ETFs, mutual funds, stocks, CDs, structured products, closed-end funds, and, for qualified clients, equity options. We make every effort to minimize tax ramifications for taxable accounts.
Management fees range from 40 bps to 100 bps (0.40% to 1.00%) annually based on assets managed.
Bionic ETF and Mutual Fund Portfolios are comprised of low-cost, liquid ETFs and no-load mutual funds from a variety of providers. Generally, securities in these portfolios trade commission-free on the TD Ameritrade Institutional platform.
Management fees range from 50 bps to 65 bps (0.50% to 0.65%) annually based on assets managed.
Bionic Fixed Income Portfolios invest in mutual funds, FDIC-insured certificates of deposits (CDs), fixed income ETFs, closed-end fixed income funds and other available securities. Portfolios are intended to generate relatively stable income for risk-averse clients but may exhibit higher volatility than the Fixed Income portfolios described above.
Management fees are 35 bps (0.35%) annually for portfolios of $500,000 and more.
BIONIC DIVERSIFIED PORTFOLIOS
Bionic Diversified portfolios are comprised of ETFs and mutual funds that are highly rated by Bionic Capital. We utilize a variety of sources to create our portfolios.
As of May 23, 2020, the securities below comprised our Bionic Diversified portfolios in amounts depending upon the appropriate allocations for you. Securities are changed as deemed appropriate and this website may not reflect those portfolio changes.
You will always be alerted as to any changes to your portfolios through your financial portal and/or email. Minimal cash amounts are held in order to maximize efficiency.
Bionic Diversified Portfolio securities as of May 23, 2020
VTI – Vanguard Total Stock Market Index Fund ETF Shares
VXUS – Vanguard Total International Stock Index Fund ETF Shares
EAGG – iShares ESG US Aggregate Bond ETF
BSV – Vanguard Short-Term Bond Index Fund ETF Shares
GNMA – iShares GNMA Bond ETF
JPST – JPMorgan Ultra-Short Income ETF
VCIT – Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares
VMBS – Vanguard Mortgage-Backed Securities Index Fund ETF Shares
IWP – iShares Russell Mid-Cap Growth ETF
XLV – Health Care Select Sector SPDR Fund
XLK – Technology Select Sector SPDR Fund
SGOL – ETFS Physical Swiss Gold Shares
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.
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.