Investment advisory services contract
City of TaftCalifornia- Detected
- Oct 20, 2026
- 8 days ago
- Sector
- Administration & Finance
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From the meeting
The council was scheduled to approve a professional services agreement with Optimized Investment Partners, LLC for investment advisory and monitoring services. Staff said recent staffing changes in Finance prompted the City to seek outside help to review investments, provide recommendations, and give non-discretionary investment advice for surplus funds. The proposal showed an initial three-year term with two one-year extension options.
Decision state: pending council action.
- Meeting date
- October 20, 2026
- Agency
- City of Taft
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