District Considers Investment Services Agreement With OIP

The Harbor District will consider approving Optimized Investment Partners as a vendor and authorizing staff to finalize an agreement for investment-related services. The Board is asked to review the proposed agreement and recommend approval.

Document date · March 25, 2025

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Document type

Agenda

Source document

Port San Luis Harbor District Board Meeting Agenda 2025-03-25

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Port San Luis Harbor District?

Optimized Investment Partners (oip) was awarded this financial services contract by Port San Luis Harbor District, as recorded on March 25, 2025.

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 Port San Luis Harbor District Board Meeting Agenda 2025-03-25 (Agenda), dated March 25, 2025 from Port San Luis Harbor 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 Port San Luis Harbor District currently buying?

Explore Port San Luis Harbor District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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