Greg B.
6/10/2015
Total scan, Worked for 3 month on a refinance with one of their brokers and today he tried to jack up the interest rate from 4% to 4.25% . This was to be the final before funding. I ask him to...
SHORE CAPITAL CORPORATION MELENDEZ FINANCIAL SERVICES
(1)
10931 Magnolia Ave
Riverside, CA 92505
Bionic Capital Wealth Management, based in Riverside, CA, is a leading financial services firm that combines digital efficiency with personalized advice to provide strategic investment solutions. With a focus on putting client interests first, Bionic Capital offers investment strategies from top asset managers in the world, including treasury and CD portfolios, actively managed ETF portfolios, and Bionic portfolios. Their low annual fees, ranging from 0.33 to 0.57, make it an attractive option for investors looking to optimize their portfolios and achieve their financial goals with confidence.
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 help clients save more and invest more. 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.
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