David Bilby, MSBA
President, CEO, & CCO
Robert Michalik, BSBA
Executive Vice President & COO
[email protected] (619) 324-9510 www.optumip.com
Optum Investment Partners provides investment advisory services to small and medium sized municipalities in the state of California. We proudly serve cities, fire districts, water districts, park and recreation districts, and other special districts. ► Partner with government experts: Optum 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.
Optum 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. Optum 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.
Optum Investment Partners improves total returns by investing in longer term maturities with higher yields while maintaining safe investments. ► Receive superior service: Optum Investment Partners provides high-quality customer service to clients of all sizes throughout California, with investment balances starting at $2M.
3 Steps to Your Success
1. We create
customized cashflow models that
enable agencies to
actively invest more
cash.
2. We develop a
laddering strategy
to invest in longer
term securities
without the risk of
running out of cash
for operations
3. We achieve abovemarket rate returns
by utilizing a mixed
portfolio of products
that matches your
agency’s policies.