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SVB Asset Management
Helping high-growth clients in the innovation economy achieve their investment objectives.
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.
Enhanced liquidity
We assist your company to safeguard its liquidity position to enable smooth operations and have sufficient cash on hand.
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.
Risk management & investor confidence
We help you to demonstrate financial prudence by effectively managing investment risks and optimizing your cash.
| 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. |
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.
Your SAM investment team is committed to your long-term success.
Startup Banking
Our startup banking financial services help support founders get launched and gain flexibility to scale.
Venture-Funded
Our banking and advisory services for venture-backed businesses can help meet the complex needs of fast-growth companies.
Corporate Banking
Our banking and advisory services for late-stage and public businesses help support with building value and managing growth.