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Innovating Industry Norms
In today’s complex financial landscape, municipalities need more than a service provider—they need a true partner. At Optimized Investment Partners, we collaborate closely with public agencies to design innovative, customized investment strategies that prioritize safety, liquidity, and return. We utilize our government expertise to challenge outdated industry practices with forward-thinking solutions that unlock hidden value and drive greater impact. Our team delivers world-class service, supporting your staff every step of the way with responsive communication, hands-on guidance, and a commitment to excellence. Together, we bring clarity to your investment approach, strengthen your financial future, and deliver meaningful results for your community.
Proudly serving cities, community services districts, water districts, fire districts, and other special districts.
Why OIP?
Partner with
Government Experts
We are government finance experts with a deep understanding of the complexities of municipal investments, compliance, and fiduciary responsibilities, ensuring your agency is not only protected, but positioned for long-term financial health.
Custom Strategies,
Not Cookie-Cutter Approaches
We don’t believe in conventional “set it and forget it.” Through custom cash flow modeling, we design disciplined investment strategies that reflect your agency’s unique needs—optimizing opportunity without sacrificing liquidity or safety.
Preserve Principal, Protect Value, and Optimize Returns
We help you preserve and grow the value of taxpayer dollars and hedge against inflation by investing seasonal surpluses and excess funds in longer-term instruments with higher yields—all while ensuring funds are available when needed.
Superior Service Standards
For All
From agencies with $2M to $200M portfolios, every client receives exceptional, responsive service -- no matter the size. Our commitment to transparency, education, and ongoing support makes us a trusted extension of your financial team.