Investment Advisorpending

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.

Status
pending
Document date
July 8, 2025
Contract type
Investment Advisor
Vendor
Optimized Investment Partners
Agency
Town of Highland · SD

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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 amount
NA
Contract type
Investment Advisor
Contract term
NA
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.

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 Town of Highland currently buying?

Explore Town of Highland's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

View Town of Highland's profile

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