Investment Advisor Contract Continues | Cayucos Sanitary District | OPTIMIZED INVESTMENT PARTNERS

Investment Advisor Contract Continues

Optimized Investment Partners continued as the district’s investment services provider. The Finance Committee recommended continuing the firm’s contract and the board considered its laddered investment strategy.

Document date · September 14, 2026

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Scope & details

The full contract record, as filed.

Contract amount

null

Contract type

FINANCIAL_SERVICES

Contract term

Ongoing investment advisory services

Renewal

Committee recommended continuing OIP’s contract as previously approved on September 18, 2025. No new term length was stated.

Document type

AgendaPacket

Source document

Cayucos Sanitary District AgendaPacket Board of Directors Regular Meeting 2026-09-17

Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Cayucos Sanitary District?

Optimized Investment Partners was awarded this financial services contract by Cayucos Sanitary District, as recorded on September 14, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a agendapacket record.

Where was this contract approved?

This contract appears in Cayucos Sanitary District AgendaPacket Board of Directors Regular Meeting 2026-09-17 (AgendaPacket), dated September 14, 2026 from Cayucos Sanitary District. 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 Cayucos Sanitary District currently buying?

Explore Cayucos Sanitary District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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