City of Sonoma Council Meeting Agenda May 2026
City Continues Investment Management With Optimized Investment Partners
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Description
The City of Sonoma continues its ongoing engagement with Optimized Investment Partners, contracted in October 2024, to manage the City’s investment portfolio and ensure compliance with California Government Code. For the quarter ending March 31, 2026, the firm compiled the investment report covering over $46 million in cash and investments for Council acceptance.
Contract Details
Vendor
OPTIMIZED INVESTMENT PARTNERS
Agency
City of Sonoma, CA
Contract Type
FINANCIAL_SERVICES
Document Date
May 4, 2026
Contract Term
Ongoing portfolio management engagement contracted in October 2024
Renewal Info
Initial engagement began in October 2024 as an ongoing portfolio management contract; no specific end date or renewal schedule is stated in the agenda materials.
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