Optimized Investment Partners to Present Investment Strategy

Optimized Investment Partners (OIP) is scheduled for informational briefing with the Finance Subcommittee to present their investment approach. OIP focuses exclusively on California public agencies and manages approximately $460 million in assets across 20 municipal clients.

Document date · July 8, 2025

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Scope & details

The full contract record, as filed.

Contract amount

Contract type

Investment Advisor

Contract term

Document type

Agenda

Source document

town-of-highland-agenda-2025-07-08_2c7.pdf

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the investment advisor contract by Town of Highland?

Optimized Investment Partners was awarded this investment advisor contract by Town of Highland, as recorded on July 8, 2025.

What type of contract is this?

This is a Investment Advisor contract, documented as a agenda record.

Where was this contract approved?

This contract appears in town-of-highland-agenda-2025-07-08_2c7.pdf (Agenda), dated July 8, 2025 from Town of Highland. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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