As your investment adviser, we are bound by fiduciary duty to provide you with the highest standard of care for your cash. We are focused on crafting corporate cash management solutions for venture and private equity firms and their companies.
Capital preservation, on-demand liquidity and competitive returns.
Deep Bench With The Right Expertise
Each member of our team has significant industry experience and has made a personal commitment to providing your company with exemplary client service to keep your investments’ safety in mind and attempt to maximize every dollar. Our foundation lies in our shared passion for serving entrepreneurs and the larger venture capital community, and our commitment to putting clients first and helping them succeed financially. Our dedicated team stands ready to assist you in selecting the most appropriate investment strategies as your company moves forward.
Turnkey-ready integration for any treasury team.
Our goal is to revolutionize the experience, access and ease of how corporate cash is managed. We are proud to offer the following services to streamline efforts with your treasury team:
- Automated transaction processing including same-day wires to any destination
- Safekeeping of assets by third-party custodian
- Greater transparency via independent third-party reporting platform
- Annual performance and distribution of an independent SOC 1 Type II Report
- Direct access to all members of the team
Direct access to tri-party repurchase agreements.
Our approach enables us to offer equal access to all of our clients who wish to invest directly in tri-party repurchase agreements. We only invest in tri-party repurchase agreements with a third-party custodial agent. Our team only accepts General Collateral, which are securities issued by the United States of America, its agencies or Government Sponsored Entities.
Pacific Western Asset Management Inc. (“PWAM”) is registered as an investment adviser with the Securities and Exchange Commission (“SEC”). Registration with the SEC and other state securities authorities as a Registered Investment Adviser does not imply a certain level of skill or training nor does it constitute an endorsement of the advisory firm by the SEC. All content available in this material is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither this email nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. The information contained herein reflects the opinions and projections of PWAM as of the date hereof, which are subject to change without notice at any time. PWAM does not represent that any opinion or projection will be realized. The information contained herein has been obtained from sources considered reliable, but neither PWAM nor any of its advisors, officers, directors, or affiliates represents that the information presented on this material is accurate, current, or complete, and such information is subject to change without notice. The investment information contained here does not purport to be a complete description of the securities, markets, or developments referred to in this material. Any performance information must be considered in conjunction with applicable disclosures. Past performance is not a guarantee of future results. Neither this material nor its contents should be construed as legal, tax, or other advice. Individuals are urged to consult with their own tax or legal advisors before entering into any advisory contract. PWAM is a subsidiary of Pacific Western Bank. PWAM is not insured by Pacific Western Bank, the FDIC, or any other governmental agency, nor are any investments made or facilitated by PWAM insured by the FDIC or any other governmental agency, are not deposits or obligations of Pacific Western Bank, are not guaranteed by Pacific Western Bank, and are subject to risks, including the possible loss of principal. Individual investor’s results will vary. Investing involves risk, and you may incur a profit or loss, including the entire loss of investment, regardless of the strategy selected.