Optimized Investment Partners manages fixed income investment portfolios and provides specialized consulting services to California local agencies, municipalities, special districts, healthcare institutions, and higher education institutions. Founded in 2022 and based in Encinitas, California, the firm specializes in managing conservative bond portfolios while adhering to California government investment codes. Their approach integrates custom cash-flow modeling, technical analysis, and quantitative methods to maximize yield while prioritizing capital preservation and liquidity. In addition to portfolio management, Optimized Investment Partners offers financial consulting covering investment policy reviews, cash-flow modeling, and governmental financial administration.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Maximum fee of 0.25% annually, billed monthly in arrears. Minimum account size is $1.5 million, though the firm generally manages accounts with a minimum of $5 million. Fees are negotiable on a case-by-case basis.