SVB Asset Management
Helping high-growth clients in the innovation economy pursue their investment objectives.
For two decades, SVB Asset Management (SAM) has helped clients in the innovation economy pursue their investment objectives through exercising fiduciary care as a trusted adviser.
40%
of the commercial bank’s total client investment balances are held in SAM accounts
20
years in business as a Registered Investment Adviser
280
total years of combined investment professionals’ experience
Your partner in growth
Position cash to fund your growth initiatives and support investor confidence through disciplined cash management.
Strengthen Liquidity
We assist you to safeguard your liquidity position and support smooth operations through sufficient cash on hand.
Funding for Growth
We invest cash balances consistent with your liquidity requirements and risk preferences to support growth initiatives and help extend your runway.
Risk Management & Investor Confidence
We help you demonstrate financial prudence through disciplined investment risk management and customized reporting.
| 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 CashRepresentative Benchmark(s) 1 year1-3 years
Reserve CashRepresentative Benchmark(s) 6 months9 months
Extended LiquidityRepresentative Benchmark(s) 6 months
LiquidityRepresentative Benchmark(s) 3 months3-6 months
12 Months 18 Months 24 Months 36+ Months
This chart is for illustrative purposes only and is not intended to represent actual or expected performance. There is no guarantee that any investment strategy will achieve its objectives or generate positive returns. The positioning of strategies and benchmarks reflects general market observations and may vary based on market conditions and individual circumstances.
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 mitigating conflicts of interest where possible.
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.
SVB is here for you at every stage
With 40+ years of innovation experience, SVB has the products, services and deep knowledge that evolve with your business as you grow over the long term.
