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FINANCIAL_SERVICESONGOING

tehachapi_cummings_county_water_district_board_mee.pdf

Ongoing Investment Advisory by Optimized Investment Partners

Tehachapi - Cummings County Water DistrictOPTIMIZED INVESTMENT PARTNERSDecember 17, 2025

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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

Description

The District maintains an ongoing engagement with Optimized Investment Partners, hired in March 2024 to manage its investment portfolio and enhance returns while ensuring statutory compliance. The advisor continues to support safety, liquidity, and yield objectives for public funds.

Contract Details

Vendor

OPTIMIZED INVESTMENT PARTNERS

Agency

Tehachapi - Cummings County Water District, CA

Contract Type

FINANCIAL_SERVICES

Document Date

December 17, 2025

Contract Term

Since March 2024; ongoing portfolio management

Renewal Info

No explicit end date or renewal terms stated; engagement is described as ongoing portfolio management begun in March 2024.

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