CONTRACTRECOMMENDED

Taft Proposes Investment Advisory Agreement With Optimized

Document date: Oct 20, 2026
Renews: Mar 2027; Free account

What it covers

Taft proposed approving an investment advisory agreement with Optimized Investment Partners, LLC. The firm will monitor the City’s portfolio, recommend investments, and support compliance with the City’s investment policy under an initial three-year term with two optional one-year extensions.

Who holds it

Optimized Investment Partners LLC holds this financial services contract with City of Taft. Its other public contracts on record include work for Lake County Fire Protection District and Rancho Simi Recreation And Park District.

What happens next

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Contract details

Contract type: Financial Services
Document date: October 20, 2026
Term: Initial three-year term; option to extend twice via one-year extensions
Renews: On record
Vendor: Optimized Investment Partners LLC
Agency: City of Taft
Source document: City of Taft Agenda 2026-10-20 (Agenda)

Optimized Investment Partners LLC's other public contracts

Lake County Fire Protection District, CaliforniaDistrict Lists Optimized Investment Partners Fee · Oct 28, 2026$1.2K Rancho Simi Recreation And Park District, CaliforniaPark District Pays Optimized Investment Partners · Oct 21, 2026$3K Stallion Springs Cmty Serv Dt, CaliforniaInvestment Advisory Services Contracted · Oct 20, 2026$761.8 City of Del Mar, CaliforniaDel Mar Pays Optimized Investment Partners · Oct 20, 2026$2.6K Tehachapi - Cummings County Water District, CaliforniaDistrict Pays Optimized Investment Partners for Advisory Services · Oct 18, 2026$2.4K All Optimized Investment Partners LLC contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by City of Taft?

Optimized Investment Partners LLC was awarded this financial services contract by City of Taft, as recorded on October 20, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in City of Taft Agenda 2026-10-20 (Agenda), dated October 20, 2026 from City of Taft. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Optimized Investment Partners LLC hold?

Optimized Investment Partners LLC may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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