FINANCIAL_SERVICESONGOING

District Continues Engagement with Investment Advisor

Tehachapi-Cummings County Water District continues its engagement with Optimized Investment Partners, hired in March 2024 to manage the District’s investment portfolio. The advisor works with the General Manager to improve returns while maintaining safety and liquidity in compliance with state law.

Status
ONGOING
Document date
May 18, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Optimized Investment Partners
Agency
Tehachapi - Cummings County Water District · CA

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Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Contract term
Hired in March 2024; ongoing portfolio management
Renewal
Initial hire occurred in March 2024; no explicit renewal or end date is stated, indicating an ongoing advisory relationship subject to future Board action.
Document type
AgendaPacket
Source document
Tehachapi-Cummings County Water District Board Meeting Agenda Packet May 2026

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Tehachapi - Cummings County Water District?

Optimized Investment Partners was awarded this financial services contract by Tehachapi - Cummings County Water District, as recorded on May 18, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a agendapacket record.

Where was this contract approved?

This contract appears in Tehachapi-Cummings County Water District Board Meeting Agenda Packet May 2026 (AgendaPacket), dated May 18, 2026 from Tehachapi - Cummings County Water District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Optimized Investment Partners hold?

Optimized Investment Partners may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

View Optimized Investment Partners's profile

What is Tehachapi - Cummings County Water District currently buying?

Explore Tehachapi - Cummings County Water District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

View Tehachapi - Cummings County Water District's profile

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