Wealth Management Services

Wealth Management Services

Bionic Wealth Management benefits clients by:

    • providing low-cost, professionally managed investment portfolios
    • being a fee-only fiduciary
    • using third-party custodians for safety
    • providing 24/7 online access to accounts
    • offering account statements directly from its custodian
    • providing several free banking services through its custodian
With Bionic Wealth Management, it's YOUR return on investment that matters.

Bionic Wealth Management focuses on YOUR R-O-I

Bionic Wealth Management

Utilizing available investment information, including Morningstar® investment tools and ratings, we create our best choice portfolios for equity, fixed income and alternative asset classes. Our investment choices are based on macroeconomic, political and market conditions, and securities within asset classes are changed as necessary.

Initial target allocations are determined based on client needs, time horizons, and risk tolerances. Allocations to each asset class are updated based on changing personal circumstances, and may also be adjusted based on market conditions.

Included in our wealth management services is individualized advice from experienced advisors. Our advice is based on your needs and focused on helping you live your best financial life possible.

Investments Pie Chart*

Investment pie chart from Bionic Wealth Management

*Pie chart allocations are for illustrative purposes only. Actual portfolios may differ for each client, and may change at any time. Normally, minimal cash positions are held.

Equities

Broad global equity exposure is fulfilled primarily through tax-efficient, low-cost ETFs. Typically, there will be no attempt to select individual stocks in these portfolios. We do not emulate global indexes and are likely to emphazise U.S.-based investments.

Fixed Income

Fixed income allocations consist primarily of institutional-share mutual funds, no-load funds, ETFs and closed-end funds. The current mix of funds offers relatively high yields and some protection against rising interest rates. In exchange for higher yields, these allocations may possess slightly higher credit risk than typical aggregate bond indexes.

Alternatives

Alternatives may include strategies such as risk arbitrage, long/short equity and managed futures through structures including mutual funds and ETFs. Commodities, precious metals, MLPs, or REITs may be purchased through mutual funds and ETFs. Alternatives are chosen only when they are deemed to offer appropriate risk/return profiles and are suitable for the investor.

Use the calculator below to track your financial progress.

Disclaimer: Investment accounts are not guaranteed and may lose money. All securities and financial product or instrument transactions involve risks. Those risks may include (among others) the risk of adverse or unanticipated market, financial or political developments and, in international transactions, currency risk. Information on past or hypothetical performance, where given, is not necessarily a guide to future performance.