City Engages OIP As New Investment Advisor
- Document date
- Nov 18, 2025
The 30-second brief
Del Mar has retained Optimized Investment Partners (OIP) as its new investment advisor to manage and advise on the City’s investment portfolio. OIP presented its strategy and assisted with the Treasurer’s Investment Report for the Finance Committee.
Optimized Investment Partners Oip holds this financial services contract with City of Del Mar.
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Contract details
- Contract type
- Financial Services
- Document date
- November 18, 2025
- Agency
- City of Del Mar
- Source document
- city_of_del_mar_finance_committee_agenda_november.pdf (Agenda)
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Questions about this contract
Who was awarded the financial services contract by City of Del Mar?
Optimized Investment Partners Oip was awarded this financial services contract by City of Del Mar, as recorded on November 18, 2025.
What type of contract is this?
This is a Financial Services contract, documented as a agenda record.
Where was this contract approved?
This contract appears in city_of_del_mar_finance_committee_agenda_november.pdf (Agenda), dated November 18, 2025 from City of Del Mar. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does Optimized Investment Partners Oip hold?
Optimized Investment Partners Oip may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.
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