isefinancial.com
@isefinancial.com
BIONIC is the future of wealth. Bionic Capital offers leading-edge investing algorithms and expert human advice help you succeed. 310-734-8500.
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About isefinancial.com
Bionic Capital is a U. S. -focused wealth management firm that combines investing technology with personalized human advice.
Describing its approach as “AI with Humanity,” the firm uses data-driven algorithms to help reduce emotional bias while guiding clients with individualized financial counsel. Its services include tax-aware, actively managed ETF portfolios built from funds offered by asset managers such as BlackRock, Fidelity, and J. P.
Morgan; direct indexing portfolios that may use tax-loss harvesting; and protective fixed-income portfolios designed to generate income with low credit and duration risk. Bionic Capital also manages portfolios combining stocks, bonds, ETFs, and other securities, with the aim of balancing cash-flow goals, potential returns, and investment risk. Portfolio management is provided by Bionic Capital or partners, including 55ip, a J.
P. Morgan company, depending on the strategy. Schwab Institutional serves as the firm’s primary asset custodian.
Bionic Capital publishes a tiered annual fee schedule for ETF portfolios, with rates based on assets managed
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