Optimized Investment Partners offers fixed income portfolio management and consulting services to public agencies in California. Optimized specializes in fixed income portfolio management, utilizing investments allowed by California government code. Consulting services include investment advice, investment policy review, financial analysis, and cash-flow modeling. Optimized tailors its services to each client's investment policy, goals, time horizons, risk tolerance, and liquidity needs. The firm provides financial and investment education to client staff.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
A minimum of $1.5 million in assets under management is required for this service. Optimized reserves the right to negotiate alternative minimum account size and fees on a case-by-case basis.