Investments and Asset Management 



Silicon Valley Bank understands that an effective corporate cash investment strategy isn't just about risk and return. Our objective, experienced advisors work closely with you to understand your risk tolerance, liquidity needs, and investment goals. The result is a comprehensive suite of investment solutions that seek to deliver competitive returns, risk mitigation and industry-leading reporting.

Asset Management


Delegate oversight of a customized portfolio to a professional investment management team, which actively monitors the fixed income markets and invests your excess cash balances within the parameters set by your company’s investment policy. Learn more about Silicon Valley Bank’s SEC-registered investment advisor affiliate, SVB Asset Management.

SVB Securities

Gain the convenience of competitive, top-tier money market mutual funds through Silicon Valley Bank’s registered broker-dealer affiliate, SVB Securities.

Repurchase Agreement Program


The SVB Repurchase Agreement Program (Repo), designed for our venture capital and private equity companies, allows clients to enter into secure overnight investments. A Repo transaction is a loan from the investor to the financial institution with the financial institution providing securities to collateralize the loan. At maturity, principal and interest are credited to the investor upon return of securities daily. 

 

Investment products and services are offered through SVB Securities, a wholly owned broker-dealer subsidiary, member FINRA/SIPC and asset management services are offered through SVB Asset Management, a non-bank affiliate of Silicon Valley Bank and registered investment advisor. Products offered by SVB Securities and SVB Asset Management are not FDIC insured, are not deposits or other obligations of Silicon Valley Bank, and may lose value. Repurchase transactions are offered through Silicon Valley Bank and are not covered by SIPC or FDIC insured, are not deposits or other obligations of Silicon Valley Bank, and may lose value.

 

 

 

 

 

 

 

 

 

 

 

 


 

 

Contact Us

Peter Compton
Boston, MA

Oscar Jazdowski
Senior Relationship Manager
Silicon Valley Bank, Boston, MA

Andy Pelletier
Senior Relationship Manager
Silicon Valley Bank, San Diego, CA
Specializing In: Life Science, Emerging Technology

Dale Kirkland
Senior Relationshp Manager
Silicon Valley Bank, Atlanta, GA
Specializing In: New Accounts, Growth Financing, Early Stage Financing, Georgia, Florida, Business Development

Doug Mangum
Managing Director
Silicon Valley Bank, Austin, TX

Sean Stone
SVP/Senior Relationship Manager
Silicon Valley Bank, Vienna, VA

Jim Parsons
Senior Relationship Manager
Silicon Valley Bank, Pleasanton, CA

Mike Devery
Market Manager
Silicon Valley Bank, Denver, CO
Specializing In: Software, Middle Market Debt Financings, Early Stage Debt Financing, Cleantech

Bruce Helberg
Northwest Market Manager
Silicon Valley Bank, Portland, OR
Specializing In: Washington, Oregon, Idaho, British Columbia, Early Stage, Growth Stage

Client Services

Need assistance?

Contact Client Services for Help for any SVB product or service