City of Del Mar Finance Committee Meeting Agenda Packet May 20 2026
City Continues Portfolio Management With OIP
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Description
The City of Del Mar continues its ongoing investment advisory engagement with Optimized Investment Partners, initiated in November 2024, for management of the City’s investment portfolio in compliance with state law. OIP partners with City finance staff to enhance returns while maintaining safety and liquidity, with performance reported quarterly.
Contract Details
Vendor
OPTIMIZED INVESTMENT PARTNERS
Agency
City of Del Mar, CA
Contract Type
FINANCIAL_SERVICES
Document Date
May 18, 2026
Contract Term
Since November 2024; ongoing portfolio management with quarterly reporting
Renewal Info
Initial engagement began November 2024; no explicit end date or renewal schedule stated, implying an ongoing advisory relationship subject to future Council direction or procurement actions.
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