Rick Daigle partner B2B CFO, Atlanta, GA 30319, US

Bionic Capital Wealth Management, based in Alpharetta, GA, is a fiduciary investment firm that combines digital efficiency with personalized advice to provide strategic investment solutions. With ultra-low fees ranging from 0.33 to 0.57 annually, Bionic Capital offers investment strategies from top asset managers in the world, including treasury and CD portfolios, actively managed ETFs, and Bionic portfolios designed for clients with existing portfolios. Their mission is to help clients grow and protect their wealth, offering a comprehensive range of services tailored to individual needs. With over 25 years of experience in the wealth management field, owner-manager Dean Erickson, CFA, leads a team of experts who utilize state-of-the-art technology to provide automated digital investing. Bionic Capital's methodology involves analyzing clients' needs, goals, and risk preferences to determine their risk tolerance profile and recommend a specific investment strategy. Portfolios are managed by 55ip, a JPMorgan company, and trading and rebalancing are automated based on risk and performance analyses. Bionic Capital accepts various types of accounts and offers low-cost, tax-smart investing options to improve clients' odds of financial success.Generated from the website