SVB Asset Management

Helping high-growth clients in the innovation economy achieve their investment objectives.
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For two decades, SVB Asset Management (SAM) has helped clients in the innovation economy achieve their investment objectives through exercising fiduciary care as a trusted advisor.

40%
of SVB's total client funds are held in SAM accounts
20
years in business as a Registered Investment Adviser
4
customizable investment strategies
359
total years of combined experience

Your partner in growth

Unlock your growth potential with us to enhance liquidity, fund for growth and foster investor confidence through optimized cash return.
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Enhanced Liquidity
We assist your company to safeguard its liquidity position to enable smooth operations and have sufficient cash on hand.
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Funding for Growth
We optimize returns on your cash which can be reinvested back into your business to fund your growth initiatives or extend your runway.
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Risk Management & Investor Confidence
We help you to demonstrate financial prudence by effectively managing investment risks and optimizing your cash.

Our solutions

At SVB Asset Management, we anticipate and respond to the ever-evolving cash management needs of high-growth companies. Our solutions are designed to support your growth trajectory and financial goals.
SVB Asset Management (SAM)
SAM Access Custom Fixed Income
Rules-based, separately managed portfolios of U.S. Treasuries in 6-, 9-, or 12- month maturities. Active, separately managed custom portfolios of investment-grade fixed income securities.

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Customized Strategy

We focus on capital preservation, liquidity and returns, backed by institutional buying power. Our strategy includes:

  • Investment horizons up to 3 years
  • Adherence to client investment policy and strategy guidelines
  • Focus on portfolio income and return objectives
  • Disciplined approach to changing rate cycles

Comprehensive Investment Approach

Our investment management team develops and implements investment strategies tailored to clients’ unique objectives and risk tolerances. By integrating portfolio management, credit research and trading, we align our robust investment management solutions that cater to our clients’ financial goals. Our process focuses on:

  • Duration management, yield curve positioning, sector rotation and issuer risk exposure
  • Risk analysis and issuer monitoring
  • Insights on market events, credit fundamentals and outlook
  • Best execution through institutional trading partners

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Reporting and Client Service

We serve as an extension of your treasury team, enabling you to concentrate on your core business. With a dedicated advisory team, you can:

  • Receive timely market updates and perspectives.
  • Count on agile implementation of solutions
  • Access industry-leading reporting and analytics

Investment strategy options

36+ Months
24 Months
18 Months
12 Months
Strategic CashTypical Benchmark 1 year1-3 years
Reserve CashTypical Benchmark 6 months9 months
Extended LiquidityTypical Benchmark 6 months
LiquidityTypical Benchmark 3 months3-6 months
12 Months 18 Months 24 Months 36+ Months

SAM’s value proposition

SVB Asset Management anticipates and responds to your ever-changing cash management needs. Our experience is rooted in working with innovation economy companies that seek a trusted partner.
Experience & insights
We are intensely focused and deeply immersed in the innovation economy, giving us a strong understanding of your challenges and cash management needs.
High-touch service
Featuring a team of seasoned professionals who work hand in hand with you on your investments. It’s like adding dedicated players to your internal team.
Fiduciary standard
We act in accordance with prudent investor standards, placing the interests of our clients ahead of our own and avoiding conflicts of interest.
Operational ease
With our integrated service and reporting platform and horizontal organizational structure, we are well positioned to anticipate and respond to your cash management needs.

Ready to connect?

Get started by connecting with our Liquidity Advisory team.
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Your SAM investment team is committed to your long-term success.

Patty Kao Patty Kao Head of SVB Asset Management, Silicon Valley Bank
Travis Dugan Travis Dugan Managing Director, Head of Portfolio Management, SVB Asset Management
Jason Graveley Jason Graveley Senior Manager, Fixed Income Trading, SVB Asset Management
Darrell Leong Darrell Leong Managing Director, Head of Investment Research, SVB Asset Management
Michael Duranceau Michael Duranceau Credit Analyst , SVB Asset Management
Christi Fletcher Christi Fletcher Senior Portfolio Manager, SVB Asset Management
Hiroshi Ikemoto Hiroshi Ikemoto Fixed Income Trader, SVB Asset Management
Steve Johnson Steve Johnson Portfolio Manager, SVB Asset Management
Edward Lee Edward Lee Credit Research Analyst, SVB Asset Management
Timothy Lee Timothy Lee Senior Credit Analyst, SVB Asset Management
Jeff Probst Jeff Probst Portfolio Manager, SVB Asset Management
Jon Schwartz Jon Schwartz Senior Portfolio Manager, SVB Asset Management
Jose Sevilla Jose Sevilla Senior Portfolio Manager, SVB Asset Management

Understand the trends that affect investment (cash) management

SVB Asset Management's monthly Market Insights covers current topics on portfolio management, credit considerations and market events that influence corporate investment strategy.
Blog | Market Insights US fiscal deficit and treasury debt: Insights for fixed income investors Explore the implications of the US credit downgrade on fiscal health and fixed income portfolios. Learn why Treasuries remain a safe haven for investors in a volatile market. Read now
Blog | Market Insights Navigating the labor landscape: Decoding key economic indicators Unlock the meaning behind labor market data and learn how US employment statistics help shape the economy and impact fixed income markets. Read now
Blog | Market Analysis Riding the economic cycle A well-managed investment program assists investors with achieving performance and stability over an entire economic cycle. Read now
Blog | Market Analysis Tariffs - It's different this time Investors focus on tariffs and the resulting inflation expectations and changes in consumer confidence that they may pose in the US. Read now
Blog | Market Analysis It's still not too late Opportunities to potentially increase yield still exist for investors through the prudent management of corporate cash, investments and foreign exchange. Read now
Blog | Market Analysis Cautiously optimistic The U.S. economy proved resilient in 2024, and continuing innovation and growth remains a focal point and provides momentum for the financial markets in 2025. Read now
Blog | Market Analysis Do BBB bonds make the grade? Explore the potential of BBB-rated corporate bonds to enhance fixed-income portfolio returns. Analyze the risks, historical performance, and market outlook for these securities. Read now
Blog | Market Analysis Look at that spread Discover why corporate bonds still hold value despite tight credit spreads. Explore yields, risks and strategies to enhance your fixed-income portfolio. Read now
Blog | Market Analysis The Fed cuts - now what? Explore the Fed's latest rate cut, its economic implications, and projections for 2025. Learn how this shift affects monetary policy, inflation, and market trends in our comprehensive analysis. Read now

SVB is here for you at every stage

With over 40 years of experience, SVB has the products, services and knowledge to help support your business as you reach the next stage of growth.
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