Optimized Investment Partners is your municipal investment adviser for success

Optimized Investment Partners builds custom investment portfolios for California municipalities to increase their returns.

Proudly serving cities, water districts, fire districts, and other special districts.

Take control of your agency’s investments


Partner with government experts

Optimized Investment Partners has extensive government finance experience to make better investment decisions and increase your agency’s revenues.

Safeguard principal

Keep more idle cash actively invested throughout the year. Optimized Investment Partners helps you hedge against inflation and invest seasonal surpluses to preserve and increase the value of your cash.

Ensure liquidity

Balance investments and cash on hand to ensure sufficient operating capital. Optimized Investment Partners ladders portfolio investments to ensure cash is readily available when needed.

Improve returns

Generate more revenue to budget across your agency’s priorities. Optimized Investment Partners improves total returns by investing in longer term maturities with higher yields while maintaining safe investments.

Receive superior service

Optimized Investment Partners provides high-quality customer service to clients of all sizes throughout California, with investment balances starting at $2M.