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VISION
Our Vision
We envision a future where every public agency has the tools, knowledge, and strategy to make every dollar work harder for its community. Our commitment is to deliver disciplined, transparent, and innovative investment management that safeguards principal, optimizes returns, and aligns with each client’s unique goals.
We believe municipalities deserve more than one-size-fits-all advice. By understanding the distinct challenges and opportunities within each city or special district, we craft strategies that protect taxpayer dollars while driving measurable impact. Our work is rooted in integrity, built on collaboration, and powered by a relentless pursuit of excellence.
Our Values
Safety
We prioritize safety above all. Operating in full compliance with federal and state regulations, agency policies, and council or board directives, we exclusively recommend low-risk, high-quality instruments. Our proprietary “Phased Laddering” strategy is designed to preserve principal, reduce exposure to market volatility, and ensure predictable cash flow through reliable maturities and consistent reinvestment opportunities—all while optimizing long-term returns.
Optimization
Integrating your agency’s cash flow and investment strategy can seem daunting given the regulatory requirements and data complexity. At OIP, we simplify that process—transforming intricate data into clear, actionable recommendations. Through advanced methods in data import, visualization, forecasting, and portfolio construction, we streamline decision-making, reduce workload for your team, and help unlock your agency’s full investment revenue potential.
Partnership
As a fiduciary, we act as your trusted partner—always prioritizing your agency’s best interests. Unlike broker-dealers, our compensation is based solely on total assets under management, never on the volume of transactions. Our model keeps overhead low and pricing competitive, ensuring our fees represent a small fraction of the investment revenue. The result is greater net value for your agency, with the added benefit of custom financial consulting services available upon request.
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