Automated Wealth Advisor
Bionic Wealth Management offers a low-cost, automated wealth advisory service. Our goal is to provide the best in sustainable, earth-friendly investing, automated investing technologies, and personalized financial advice.
A subsidiary of registered investment advisor Bionic Capital LLC, we deliver professionally managed, fee-only, ESG investment portfolios.
Target clients for this service are emerging affluent ($50,000+ in investable assets) individuals and families. For clients with more complex portfolios and investment needs, contact Bionic Capital at 310-734-8500.
Dean Erickson CFA, founder, and CEO
After graduating from Brown University with a degree in mathematical economics in 1982, Dean began his investment career at Miller Tabak & Company in New York City. He worked as an options trader and arbitrageur before managing a merger arbitrage portfolio for the same firm. Dean attained the Chartered Financial Analyst designation in 1987.
More recently, he was a financial advisor in the Beverly Hills office of UBS Financial Services. In 2009, he founded Bionic Capital LLC, dba Bionic Wealth Management where he oversees all client investment portfolios and serves as the firm’s Chief Compliance Officer.
He has offered his insights to the Wall Street Journal, Structured Products magazine, and other publications and has been profiled in REP. magazine and on WealthManagement.com. Additionally, he has written two personal development books, Choose Your Story, Choose Your Life, and Act. Adapt. Achieve. in an effort to help others live happier, more successful lives.
He and his wife, Lisa, live in Los Angeles, CA.
Dean Erickson, CFA
“It takes no courage to find fault in people; the heroic act is to find the good.”
“Success is measured by the intent of your heart, content of your soul, and achievement through your actions.”
“Anyone can be tough, but no one should be mean.”
Bionic Wealth Management
To us, our namesake and registered trademark “Bionic” means “to enhance.” Every day we strive to enhance lives by helping clients achieve their retirement, philanthropic, and investment goals.
Bionic Wealth Management is a fiduciary and must by law put your interests first. Our goal is to provide you with high-quality investment management services to help you achieve your financial goals. Additionally, we become your ongoing intellectual and financial problem-solving resource. We only achieve success when you do.
As concerned citizens, we strive to improve the world.
Guided by our Code of Ethics, we resolve to be fair, client-centric and sustainable.
“BIONIC” is a federally registered trademark. It is registered for use in “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 registered separately for “banking services.”
Please contact us if you find others using our Bionic trademarks in the financial services field without attribution.
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.