SAM Access
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 the commercial bank's total client investment balances are held in SAM accounts
20
years in business as a Registered Investment Advisor
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 your company to safeguard its liquidity position to enable smooth operations and have 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.
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)
Custom Fixed Income
Rules-based, separately managed portfolios of US Treasuries in 6-, 9- or 12-month maturities.
Active, separately managed custom portfolios of investment-grade fixed income securities.
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
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
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 avoiding conflicts of interest where possible.
Operational ease
With our integrated service and reporting platform and horizontal organizational structure, we're well positioned to anticipate and respond to your cash management needs.
Ready to get started?
Get started by connecting with our Liquidity Advisory team.
Your SAM investment team is committed to your long-term success.
Head of Asset Management
Managing Director, Head of Portfolio Management
Senior Manager, Fixed Income Trading
Managing Director, Head of Investment Research
Credit Analyst
Senior Portfolio Manager
Fixed Income Trader
Senior Portfolio Manager
Senior Credit Analyst
Senior Credit Analyst
Senior Portfolio Manager
Senior Portfolio Manager
Credit Analyst
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
Navigating the Fed pause: Strategies for corporate cash optimization
The Fed pause prolongs higher interest rates. Discover how thoughtful cash segmentation and added duration can help optimize yield and preserve capital.
Blog | Market Insights
SOFR interest rate: Fed policy and short-term dollar funding
Explore how SOFR replaced LIBOR as the benchmark reference rate for short-term funding and learn how Fed policy and market liquidity impact fixed income portfolios.
Blog | Market Insights
The Fed chairman nomination: Impact on monetary policy & independence
Gain insights into Kevin Warsh's nomination as Fed Chair. Explore implications for continued independence, the Fed's dual mandate and maintaining balance in an uncertain economy.
Blog | Market Insights
Shifting to neutral: The Fed's path to the neutral rate
Explore how the Federal Reserve targets a neutral interest rate by analyzing key data on employment, inflation and economic trends—striking a balance between growth and stability.
We're here for you at every stage
With 40+ years of innovation experience, we have the products, services and deep knowledge that evolve with your business as you grow over the long term.
Pre-Seed and Seed
Early-stage startup banking
Series A
Banking for accelerating startups
Series B, C+
Banking for venture-funded growth stage companies
Corporate Banking
For late-stage companies