FINANCIAL_SERVICESONGOING

District Continues Investment Management With Optimized Partners

Los Osos Community Services District continues to use Optimized Investment Partners, hired in June 2023, to manage its investment portfolio and support compliance with state investment requirements. The firm provides ongoing advisory and portfolio management services in coordination with District staff.

Status
ONGOING
Document date
August 6, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Optimized Investment Partners
Agency
Los Osos Community Services District · CA

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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 type
FINANCIAL_SERVICES
Contract term
Ongoing since June 2023
Renewal
Original engagement began in June 2023; no explicit end date or renewal provisions are stated in the report, indicating an open-ended or continuing advisory relationship.
Document type
Report
Source document
Los Osos Community Services District Quarterly Investment Report 2026-08-06

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Los Osos Community Services District?

Optimized Investment Partners was awarded this financial services contract by Los Osos Community Services District, as recorded on August 6, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Los Osos Community Services District Quarterly Investment Report 2026-08-06 (Report), dated August 6, 2026 from Los Osos Community Services 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.

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What is Los Osos Community Services District currently buying?

Explore Los Osos Community Services District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

View Los Osos Community Services District's profile

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