Investors

Harris Associates offers a variety of investment products for individuals and families, institutions and financial intermediaries.

Within those products, we manage U.S. equity, balanced, global and international strategies, all following our consistent, long-term investment philosophy and value-oriented investment approach.



 

 

Individuals & Families

Since 1976, Harris Associates has provided tailored investment solutions for wealthy individuals and families. 
 
Portfolios are structured to seek long-term capital growth. Keeping the specific client in mind, we determine the appropriate portfolio allocations from among a variety of asset classes.

An experienced and responsive account service team works with each client to ensure that their portfolios receive the highest quality of care and attention.
 
And because wealthy individuals and families often require financial expertise beyond investment management, our team also meets regularly with our clients' accountants and attorneys to discuss taxation, estate planning, charitable giving and other issues.

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Institutions

Harris Associates offers U.S., global and international investment strategies for pension funds, foundations, endowments and other institutional clients around the world.

Our portfolio managers and client service representatives can meet with clients as often as the client requires. We will often suggest meetings to review portfolio construction, composition and performance.

In addition to monthly and quarterly performance and portfolio updates, we provide quarterly strategy letters that typically focus on broad business trends and general market outlook.

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Financial Professionals

Harris Associates provides a range of products and services for registered advisors, financial planners and other investment intermediaries.

We offer sub-advisory services to financial advisors looking to add separately managed accounts to their practice. We also offer the Oakmark Funds, a mutual fund family that adheres to Harris Associates' value-oriented approach to investing.

Financial advisors also have access to quarterly and special commentaries, manager conference calls and other communication.

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Products

Separate Accounts

Custom-managed accounts for individuals, families, foundations, endowments, pension plans and mutual funds

Commingled Vehicles

Investments available only to accredited investors as defined by the Securities Act of 1933 or ERISA-qualified retirement plans and certain other government plans

Sub-advisory Services

Customized portfolio management with simplified administration for financial advisors

The Oakmark Funds

A value-oriented mutual fund family offering U.S., balanced, global and international funds

Contact Us to Learn More

For questions please contact us or call 312-646-3600

Before investing in any Oakmark Fund, you should carefully consider the Fund's investment objectives, risks, management fees and other expenses. This and other important information is contained in a Fund's prospectus and summary prospectus. Please read the prospectus and summary prospectus carefully before investing. For more information, please call 1-800-OAKMARK (625-6275). Harris Associates Securities L.P., Distributor.

Past performance is no guarantee of future results.

This site is intended for residents of the U.S. only. The information on the website does not constitute an offer for products or services, or a solicitation of an offer to any person outside of the United States who is prohibited from receiving such information under the laws applicable to their place of citizenship, domicile or residence.

 

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