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.