Bionic Capital Wealth Management
Automated Intelligent Investing. Personalized.
The future of investing is here! Choose automated intelligent investing solutions from 55ip, a JP Morgan company, Intelliflo Advisers, an Invesco company, or iRebal by Schwab, utilizing a wide selection of ETF portfolios from the best money managers in the world. Bespoke, tax-aware Bionic® portfolios are also available. You pay an annual fee rate of 0.57% or less. Calculate your savings here.
Do better. Go BIONIC®.
AI
Automated Investing removes guesswork.
Hire the best money managers in the world and benefit from hundreds of investment professionals working for you. We offer you multiple world class investment providers and hundreds of diversified portfolios. Our efficiency means you pay the lowest fees for the highest-quality investment services. Pay 0.57% of your account value (or less) annually for professional money management and expert financial advice.
There’s no guesswork. Invest and re-invest through up and down markets. Rebalance automatically. Be a long-term investor, and let J.P. Morgan. Invesco, and Schwab do the work. We at Bionic Capital help determine the right model portfolio and provider for you, and then monitor each portfolio. When you have questions or needs, you call us directly.
Automated Intelligent Investing. Personalized.
Investment Services
What we offer
Actively Managed ETFs
Actively managed ETF portfolios are diversified investment portfolios from BlackRock, JP Morgan, Invesco, and scores of other asset managers. These tax-aware portfolios efficiently help you reach long-term investing goals. Portfolios are managed by 55ip, a JPMorgan company, Intelliflo Advisers, an Invesco company, or through iRebal by Schwab.
Annual fee rate = 0.57%. ($100,000 minimum)
Treasuries and CDs
Treasury and CD portfolios consist of government-backed fixed-income securities and certificates of deposits managed by Bionic Capital. These portfolios are for investors who desire guaranteed interest returns with low price volatility. Cash flows are reinvested or sent to your bank account at your option.
Annual fee rate = 0.33%. ($500,000 minimum)
Bionic Portfolios
Bionic® portfolios target returns using a mixture of securities, including, but not limited to, stocks, bonds, and ETFs. Managed by Bionic Capital, these portfolios limit realized gains while optimizing cash flows and returns per individual needs.
Annual fee rate = 0.57%. ($1,000,000 minimum)
Contact Us
Contact us for a complimentary portfolio review and consultation. As a fiduciary and financial problem-solver, we will review your current portfolio, goals, fees, and any areas of concern for you.
Trademarks
BIONIC and OPTIONS-ENHANCED are registered trademarks for “Financial services, namely, investment advice, investment management, investment consultation, and investment of funds for others, including private and public equity and debt investment services.”
Bionic is also a registered trademark for “Banking services.”
Please respect our trademarks.
Contact
+1-310-734-8500
Bionic Capital LLC
Investment Advisor
CRD #150240
U.S. Registered Office:
7901 4th St N – #20028
St. Petersburg, FL 33702
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 (310) 734-8500 for a discussion of risks.
Company Brochure
Click here to read our company’s 2025 Brochure to learn more about how we conduct our business. You can also learn more about us on the SEC website.