Investing for Positive Impact
ESG investing meets criteria concerning environmental, social, and governance (ESG) issues within companies. Bionic ESG portfolios are designed to improve upon existing single-provider portfolios. We help you succeed financially while also meeting your personal values.
The world evolves, and so must investing solutions. As new technologies and new sensibilities take hold, investment portfolios must adapt to new realities.
A diversified portfolio of ESG-oriented holdings may be a good choice to produce positive returns while upholding your personal values.
It is reasonable to believe that growth in economies and population affect the earth and its weather patterns.
The question for you is “how do you respond as an investor?” At Bionic Wealth Management, we provide ESG investing solutions to serve your preferences while focusing on protecting and growing your wealth.
According to the CFA Institute, ESG investing evolved from earlier standards around Socially Responsible Investing (SRI). The key differences include developments in investing and analysis to find value in ESG-worthy companies — in addition to supporting a set of values. Click here to read more.
Quickly and easily learn your suggested portfolio allocation. There is no cost or obligation, no contact information is required.
Bionic ESG Investing
Bionic ESG portfolios are designed to be sustainable and earth-friendly in order to help you meet your personal values and reach your financial goals. They utilize a mix of securities from providers such as BlackRock, State Street, Vanguard, and others. We work to create optimal portfolios, then monitor them daily, and update them as necessary for you.
Below are a few of the many benefits of becoming a client of Bionic Wealth Management:
Professionally managed portfolios
Third-party custodians for your safety
24/7 online investor portal
Account statements directly from your custodian
Free ACH banking transfers
Our low fee rates may help you reach your goals faster.
.55% per year based on assets managed
Recommended $50,000 minimum.
Fee calculation example:
Account Value = $300,000
Days of Service = 31 days
(($300,000 X 0.0055) X 31/365) = $140.14
Wealth management fees are deducted from accounts each month after services are rendered.
BIONIC ESG PORTFOLIOS
Bionic ESG portfolios are comprised of ETFs and mutual funds that are rated as meeting ESG standards. Because there is no one commonly accepted ESG standard, we utilize a variety of sources to create our ESG portfolios.
As of May 23, 2020, the securities below comprised our Bionic ESG 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 ESG Portfolio securities as of May 23, 2020
XLV – Health Care Select Sector SPDR Fund ETF
SUSC – iShares ESG USD Corporate Bond ETF
JPST – JPMorgan Ultra-Short Income ETF
NUMG – NuShares ESG Mid-Cap Growth ETF
SUSB – iShares ESG 1-5 Year USD Corporate Bond ETF
VMBS – Vanguard Mortgage-Backed Secs ETF
DSI – iShares MSCI KLD 400 Social ETF
ESGD – iShares MSCI EAFE ESG Select ETF
ESGE – iShares MSCI EM ESG Select ETF
ESGU – iShares MSCI USA ESG Optimized ETF
EAGG – iShares ESG US Aggregate Bond ETF
ACES – ALPS ETF Trust
Automated ESG Investing. Personalized Advice.
Learn more at BionicCapital.com
Bionic Wealth Management - 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 dba Bionic Wealth Management 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.
Click here to read our company’s Brochure to learn more about how we conduct our business.
BIONIC® is a federally registered trademark owned by Bionic Capital LLC. It is registered for "Financial services, namely, investment advice, investment management, ..." and separately for "banking services." Please respect our trademarks and attribute appropriately.