Optimized Investment Partners Manages District Investments
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Description
The District continues its ongoing engagement with Optimized Investment Partners, hired in March 2024 to manage the District’s investment portfolio and help ensure compliance with state investment laws. Portfolio management is performed jointly by the advisory firm and the General Manager.
Contract Details
Vendor
OPTIMIZED INVESTMENT PARTNERS
Agency
Tehachapi - Cummings County Water District, CA
Contract Type
FINANCIAL_SERVICES
Document Date
December 17, 2025
Contract Term
Since March 2024 (ongoing investment advisory engagement)
Renewal Info
Engagement began in March 2024 and is described as ongoing; renewal terms are not specified in the agenda materials.
More from OPTIMIZED INVESTMENT PARTNERS
Issuing Agency
Utility District
Tehachapi, CA
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Tehachapi-Cummings County Water District Board Meeting Agenda Packet May 2026
Tehachapi-Cummings County Water District Board Meeting Agenda Packet May 2026
Tehachapi-Cummings County Water District Board Meeting Agenda Packet May 2026
Tehachapi-Cummings County Water District Meeting Minutes March 2026
Tehachapi-Cummings County Water District Board Meeting Minutes March 2026
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