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.
Pacific Western
Asset Management
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.
Let's Talk
Sook-Kuan Loh
SVP, Director of Credit Risk & Research
Pacific Western Asset Management
San Francisco, CA
415.757.2649
Michelle Tran
VP, Director of Client Relations
Pacific Western Asset Management
San Diego, CA
858.436.3504
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.
FORM ADV
Pacific Western Asset Management Inc. is registered as an investment adviser with the Securities and Exchange Commission, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. Pacific Western Asset Management Inc. is a subsidiary of Pacific Western Bank. Pacific Western Asset Management Inc. is not insured by Pacific Western Bank, the FDIC, or any other governmental agency, nor are any investments made or facilitated by Pacific Western Asset Management, Inc. insured by the FDIC or any other governmental agency. Client investments facilitated through Pacific Western Asset Management Inc. may lose value, are not deposits, are not guaranteed by Pacific Western Bank or any other affiliate of PacWest Bancorp and are not insured by the FDIC or any other governmental agency.