NapaSan Reviews Optimized Investment Partners Services

Napa Sanitation District discussed potential investment advisory services from Optimized Investment Partners. Staff was evaluating the firm as an alternative or supplement to the District’s existing Napa County Treasurer-Tax Collector investment approach.

Document date · April 14, 2025

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Document type

AgendaPacket

Source document

Napa Sanitation District AgendaPacket Finance Committee Meeting 2025-04-14

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Napa Sanitation District?

Optimized Investment Partners (oip) was awarded this financial services contract by Napa Sanitation District, as recorded on April 14, 2025.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Napa Sanitation District AgendaPacket Finance Committee Meeting 2025-04-14 (AgendaPacket), dated April 14, 2025 from Napa Sanitation District. 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.

View Optimized Investment Partners (oip)'s profile

What is Napa Sanitation District currently buying?

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