Investor Resources

Though we manage publicly-traded securities of all types, most investors will benefit from low-cost, efficient, and tax-optimized model ETF portfolios. Clients may select portfolios managed by 55-IP, a JPMorgan company, from portfolio models provided by JPMorgan, BlackRock, and Fidelity. When one of these model providers makes strategic changes, 55-IP implements those changes seamlessly in your account. Similarly, Bionic Capital manages model portfolios from scores of providers as well as internally managed Bionic Portfolios. We work hard to find the best investment strategy for you.

We can manage any type of account that our custodians accept, which is pretty much all types. From individual accounts, 401ks, IRAs, SEP IRAs, to personal trusts, your accounts are important vehicles to potentially defer taxation. We determine the best account to hold specific investments in order to maximize your odds for retirement success.

We do not sell insurance. We manage portfolios for a set management fee and do not sell products of any type. Thus, our interests are completely aligned with yours. As a rule, fiduciaries like us do not offer products that are sold in exchange for commissions.

We manage investments and do not offer savings accounts. Because interest rates rose sharply in the last year, ultra-safe one-year treasuries are yielding over four percent. That’s a lot better than getting low rates from your bank account (as of 12/12/2022 – rates will vary). For risk-averse clients, we offer Laddered Treasury Portfolios that will typically yield more than most savings accounts.