City Reviews Investment Policy With New Advisor OIP

The City of Del Mar Finance Committee received a presentation from its new investment advisor, Optimized Investment Partners, on services and strategy and discussed aligning the City’s investment policy with the firm’s approach. Staff will work with OIP to refine prudence language in the policy prior to Council consideration.

Document date · March 25, 2025

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Document type

Minutes

Source document

City of Del Mar Finance Committee Meeting Minutes March 2025

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by City of Del Mar?

Optimized Investment Partners (oip) was awarded this financial services contract by City of Del Mar, as recorded on March 25, 2025.

What type of contract is this?

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

Where was this contract approved?

This contract appears in City of Del Mar Finance Committee Meeting Minutes March 2025 (Minutes), dated March 25, 2025 from City of Del Mar. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Optimized Investment Partners (oip) hold?

Optimized Investment Partners (oip) 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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