Our Vision
Optimized Investment Partners provides a unique approach to sculpt investment strategies around public agency cash flows. Before founding Optimized Investment Partners, David Bilby served as a financial administrator in several cities in California. Most recently, from 2015 to 2021, he worked as the Director of Finance and City Treasurer of Chula Vista, the second largest city in San Diego county, with an annual budget of around $300M and an investment portfolio of $400M. While there he combined cash flow modeling with strategic investment selection to create an innovative, integrated approach that realized higher investment returns than many other public agencies. Now his vision is for public agencies across California to make use of custom-built cash flow modeling to increase investment opportunities and achieve greater returns. Our values are our driving force.
Our Values
Safety
We comply fully with federal and state regulations, agency directives, and council/board decisions. Our recommendations are typically low-risk instruments. We seek to optimize return on investment through our proprietary “Phased Laddering” approach, which aims to stabilize portfolios against near-term market/interest volatility and facilitate dependable cash infusions, timely maturities, and predictable cash flows.
Simplicity
Custom integration of your agency’s cash flow and investment model can feel daunting because of regulatory and data complexity. We simplify your decisions down to actionable timings and amounts identified through our rigorous analysis and modeling. Using cutting edge methods for data import, visualization, forecasting, and portfolio construction, we seek to save your team time and energy while increasing your investment revenue potential.
Symmetry
As a fiduciary, we are your partner, dedicated to putting your agency’s well-being first. We are not a broker-dealer, so our advisory fees are based simply on total assets under management, not transaction numbers or varieties. Our fees amount to a small fraction of potential investment revenues. We keep our overhead low and pricing competitive to create significant net value for your agency. Our partnership may include custom financial consulting upon request.