Find a Way | SVB Financial Group
Mutual FundsReporting & MonitoringContactLogin to Investment Account
Mutual Funds
Mutual Funds
SVB Securities offers a range of money market mutual funds, all of which provide a high degree of liquidity and competitive returns. Our mutual funds are managed in all market conditions by professional managers who invest in high-quality money market instruments.

Clients benefit from access to some of the industry's top money market mutual funds through our third-party providers, Western Asset Management and Columbia Management, enabling them to make the most of their cash on hand. We help identify the funds that best suit client investment requirements.

SVB Securities' money market mutual funds include:
  • U.S. Treasury securities funds
  • U.S. government agency funds
  • Funds that invest in a broad range of short-term, high-quality corporate obligations
  • Tax-advantaged funds
Money market funds are registered with the SEC and fall under the jurisdiction of Rule 2a-7 of the Investment Company Act of 1940. These funds are mandated by the SEC to maintain investment objectives that meet the shared primary objectives of all SVB clients — preserving capital, and accessing liquidity. For our clients with high or uncertain liquidity needs, these funds provide a strategic way to earn competitive returns, adhere to their investment policy guidelines and maintain complete flexibility with respect to their cash needs.