Work with SVB Securities to structure your investment strategies and manage your self-directed investments based on your goals.
When you have determined that a self-directed approach support your investment strategy within your defined risk and liquidity profile, SVB Securities, SVB's broker-dealer affiliate, can help. Our investment consultants analyze your performance expectations, risk tolerance and liquidity goals in order to help you align with your goals.
Money Market Mutual Funds
SVB Securities offers a range of money market mutual funds, all of which provide a high degree of liquidity and competitive returns. We offer funds that can suit your investment requirements, including U.S. Treasury securities funds, U.S. government agency funds, and tax-advantaged funds. For our clients with high liquidity needs, these funds provide a strategic way to earn competitive returns and adhere to their investment policy guidelines while maintaining flexibility with respect to their cash needs.
Online Investment Reporting and Transactions
SVB Securities' online portal is an essential component of our commitment to offering our clients high-quality, comprehensive investment services. Through a single website, this powerful platform helps investors manage their liquidity with easy-to-use trading functions, flexible reporting capabilities and comprehensive analysis on a variety of leading money market funds.
- Online Transaction Capability: Our portal allows you to place orders electronically at your convenience, day and night. Use the system to transfer funds between your Silicon Valley Bank deposit account and the money market mutual fund holdings in your SVB Securities investment account.
- Online Account Reporting: View and monitor your investment accounts from one convenient location through SVB Securities online reports. This service is exclusively designed to give our brokerage clients secure online access to daily balances, positions and activities, monthly statements and transaction confirmations that are easily accessible.
- Access to Fund Research: Making informed investment choices is more important than ever. The site provides comprehensive, detailed information about individual money funds, so that you can compare funds on a variety of criteria and research your investment choices.
Contact SVB Securities today to get started with strategic, self-directed investment that help you achieve your business financial goals.