Svb Asset Management

SVB Asset Management is an investment adviser registered with the SEC, established in April 2002 and specializing in serving companies in the technology and life science/healthcare industries. The firm offers discretionary investment management services for clients, managing portfolios based on individual investment policies and objectives. Clients' investments include government securities, money market instruments, corporate and municipal bonds, and more. SVB Asset Management primarily utilizes the Corporate Cash Management Strategy, Total Return Strategy, and SAM Access Strategy. The firm requires a minimum investment balance of $10 million or $30 million, which may be waived at its discretion. Management fees are based on assets under management and do not exceed 25 basis points. The firm does not charge performance-based fees and acts as a fiduciary. SVB Asset Management's investment strategies involve top-down and bottom-up approaches, with a focus on capital preservation, liquidity management, and competitive returns. The firm's Code of Ethics ensures ethical conduct, and it does not engage in soft-dollar arrangements. Client accounts are reviewed periodically, and the firm has custody arrangements with third-party custodians. SVB Asset Management has discretion over client investments and may vote on proxies received. The firm does not accept prepayment of fees and has no financial conditions likely to impair meeting client commitments.