OVSD To Approve New Investment Advisory Contract

Ojai Valley Sanitary District plans to enter into Contract No. 2026-15 with Optimized Investment Partners for professional investment advisory services, with terms and compensation defined in the agreement. The Chair is to be authorized to execute the contract pending Board approval.

Document date · August 24, 2026

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Contract term

for the term and compensation detailed in the Agreement

Document type

Agenda

Source document

Ojai Valley Sanitary District Agenda Meeting August 24, 2026

Frequently asked questions

Common questions about this contract, answered from the record.

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

Optimized Investment Partners ( Oip) was awarded this financial services contract by Ojai Valley Sanitary District, as recorded on August 24, 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 Ojai Valley Sanitary District Agenda Meeting August 24, 2026 (Agenda), dated August 24, 2026 from Ojai Valley Sanitary 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 Ojai Valley Sanitary District currently buying?

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

View Ojai Valley Sanitary District's profile