Investor Resources

Financial Tools and Information

Investments

Though we manage publicly-traded securities of all types, most investors will benefit from low-cost, actively managed model ETF portfolios. Clients may select from portfolio models provided by JPMorgan, BlackRock, State Street  and many others. When one of these model providers makes strategic changes, we are alerted to change your portfolio. Similarly, internally managed Bionic Portfolios are updated as conditions warrant.

Retirement

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.

Insurance

 We do not sell insurance or products of any type. We manage portfolios for a low management fee which means our interests are aligned with yours. As you do better, we do better. Fiduciaries like us do not sell products for compensation.

Savings

We offer Treasury and CD Portfolios that typically yield more than savings accounts. Ultra-safe, short-term treasuries currently yield over five percent (as of July 12, 2024), and likely offer better returns than your bank account. 

Taxes

Paying taxes on investment gains and distributions reduces your overall returns. Thus, minimizing taxation is important. For clients with taxable accounts, we have engaged 55ip, a JPMorgan company, to manage portfolios in the most efficient and tax-optimized manner. Some clients may benefit from a tax-advantage variable annuity from Nationwide with no upfront fees or withdrawal expenses. Fees are only $20/month which goes to Nationwide and a 0.57% management fee to us. We will work with you and your tax team to find the best solution for you. We do not give tax or legal advice.

Debt & Credit Cards

We do not offer debit or credit cards. We suggest talking to someone at your current bank or checking with NerdWallet to find your best options.

Investing Blog

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Low Management Fees

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Choosing a Financial Advisor

Choosing a Financial AdvisorWhat to Consider When Choosing a Financial Advisor Selecting a financial advisor is a crucial decision that can significantly impact your financial well-being. With numerous options available, it's essential to carefully evaluate various...

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Exchanged-Traded Funds

Benefits of Exchange-Traded Funds (ETFs) Investing in the financial markets offers individuals the opportunity to grow their wealth and achieve their financial goals. Two popular investment options are exchange-traded funds (ETFs) and mutual funds. While both offer...

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Investor Resources | Bionic Capital Wealth Management

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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 2024 Brochure to learn more about how we conduct our business. You can also learn more about us on the SEC website.