CONTRACTONGOING

District Continues Optimized Investment Advisory Contract

Document date: Oct 28, 2026
Term: Hired July 2025; ongoing

What it covers

Lake County Fire Protection District continues its investment advisory relationship with Optimized Investment Partners, hired in July 2025 to improve returns and support investment compliance.

Who holds it

Optimized Investment Partners holds this financial services contract with Lake County Fire Protection District. Its other public contracts on record include work for Cambria Community Services District and Los Osos Community Services District.

What happens next

Term as filed: Hired July 2025; ongoing.

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Contract details

Contract type: Financial Services
Document date: October 28, 2026
Term: Hired July 2025; ongoing
Vendor: Optimized Investment Partners
Agency: Lake County Fire Protection District
Source document: Lake County Fire Protection District Agenda Regular Board Meeting October 28, 2026 (Agenda)

Optimized Investment Partners's other public contracts

Cambria Community Services District, CaliforniaInvestment Advisory Payments Approved for Optimized · Nov 7, 2026$2.5K Los Osos Community Services District, CaliforniaDistrict Continues Investment Management with Optimized Partners · Nov 3, 2026 Los Osos Community Services District, CaliforniaInvestment Advisor Payments Approved for Optimized Partners · Nov 3, 2026 Lake County Fire Protection District, CaliforniaDistrict Investment Advisory Services Continue With Optimized Investment Partners · Oct 30, 2026Undisclosed Golden Hills Community Services District, CaliforniaDistrict Approves Investment Advisory Expense · Oct 22, 2026$857.6 All Optimized Investment Partners contractsVendor profile

More Lake County Fire Protection District contracts

Optimized Investment PartnersDistrict Investment Advisory Services Continue With Optimized Investment Partners · Oct 30, 2026Undisclosed STRYKERHeart Monitor Purchase From Stryker Awaits Board Approval · Oct 30, 2026$56.8K Optimized Investment Partners LLCDistrict Lists Optimized Investment Partners Fee · Oct 28, 2026$1.2K O'reilly AutomotiveDistrict Lists O'Reilly Automotive Purchases · Oct 28, 2026$185.4 Highlands WaterDistrict Lists Highlands Water Utility Charge · Oct 28, 2026$445.4 All Lake County Fire Protection District activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Lake County Fire Protection District?

Optimized Investment Partners was awarded this financial services contract by Lake County Fire Protection District, as recorded on October 28, 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 Lake County Fire Protection District Agenda Regular Board Meeting October 28, 2026 (Agenda), dated October 28, 2026 from Lake County Fire Protection 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 Lake County Fire Protection District currently buying?

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