- Tax ServicesBionic Capital accepts any type of account that our custodian Schwab Institutional accepts, which is pretty much all types. From individual or joint accounts, 401ks, IRAs, SEP IRAs, to personal trusts and foundations, we can manage your investments. At your option, we engage 55ip, a JPMorgan company, to manage tax-smart ETF portfolios at no extra charge. To facilitate further tax management for high-net-worth clients, we offer low-cost, managed variable annuities from Nationwide as a tax-deferral option. Our fees are the same for any account type. With you, we determine the best account types to hold specific investments in order to manage tax effects and improve your odds of financial success.
- Tax Deferral
- Investment ManagementBIONIC and OPTIONS-ENHANCED are each registered trademarks for “Financial services, namely, investment advice, investment management, investment consultation, and investment of funds for others, including private and public equity and debt investment services.”
- Mutual FundsBionic® portfolios target returns using a mixture of securities, including, but not limited to, stocks, bonds, mutual funds, and ETFs. Designed for clients with existing portfolios with significant unrealized gains. Portfolios are managed to limit realized gains and optimize cash flows per individual needs. (0.57% annual fee – $250,000 minimum)
- Bonds
- Wealth ManagementAt Bionic Capital Wealth Management, we believe in the power of automated digital investing paired with personalized advice. Our mission is to help you grow and protect your wealth, so you can achieve your financial goals with confidence. We offer a comprehensive range of services tailored to your unique needs. Whether you’re just starting your investment journey or looking to optimize your portfolio, we’re here to guide you every step of the way. Experience the future of wealth management with Bionic Capital today!
- Annuities