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District Considers Investment Advisory Contract

Ojai Valley Sanitary District logoOjai Valley Sanitary District
Document date
Jul 27, 2026

The 30-second brief

What it covers

Ojai Valley Sanitary District Board will interview Optimize Investment Partners as a potential contracted provider of professional investment advisory and management services. If appropriate, staff will be directed to negotiate a draft contract for the firm’s services, terms, and fees for future Board review.

Who holds it

Optimize Investment Partners holds this financial services contract with Ojai Valley Sanitary District. Its other public contracts on record include work for City of Farmersville and City of Coachella.

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Contract details

Contract type
Financial Services
Document date
July 27, 2026
Vendor
Optimize Investment Partners
Agency
Ojai Valley Sanitary District
Source document
Ojai Valley Sanitary District Agenda Packet 2026-07-27 (AgendaPacket)

Optimize Investment Partners's other public contracts

City of Farmersville, CaliforniaFarmersville Approves Optimize Investment Advisory Agreement · Oct 26, 2026Ojai Valley Sanitary District, CaliforniaBoard to consider Optimize Investment Partners contract · Jul 27, 2026UndisclosedOjai Valley Sanitary District, CaliforniaDistrict Plans Investment Advisory Contract with OIP · Jul 27, 2026UndisclosedCity of Coachella, CaliforniaInvestment advisory services deal approved for Coachella · Nov 12, 2025UndisclosedAll Optimize Investment Partners contractsVendor profile

More Ojai Valley Sanitary District contracts

Oilfield Electric CompanyLift Station Improvements Contract Recommended for Oilfield Electric · Oct 25, 2026Phoenix Civil Engineering IncPhoenix Civil Engineering Recommended for Sewer Project Services · Oct 25, 2026Environmental Water SolutionsNew Lift Station Pumps Recommended from Environmental Water Solutions · Oct 25, 2026Hdr EngineeringPump Station Design Contract Recommended for HDR Engineering · Oct 25, 2026Environmental Water SolutionsDistrict Recommends Pump Purchase from Environmental Water Solutions · Oct 25, 2026All Ojai Valley Sanitary District activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Ojai Valley Sanitary District?

Optimize Investment Partners was awarded this financial services contract by Ojai Valley Sanitary District, as recorded on July 27, 2026.

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 Ojai Valley Sanitary District Agenda Packet 2026-07-27 (AgendaPacket), dated July 27, 2026 from Ojai Valley Sanitary District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Optimize Investment Partners hold?

Optimize 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 Ojai Valley Sanitary District currently buying?

Explore Ojai Valley Sanitary District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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