Financial Professionals

For more than a quarter-century, Harris Associates has provided 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. Our customized portfolios utilize a long-term, low-turnover investment approach. Portfolios can be structured to address unique client factors such as portfolio restrictions, diversification issues and taxation. A dedicated and experienced portfolio manager assists the Advisor in implementing the program with his or her clients.

We also offer The Oakmark Funds, a no-load 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 from Harris Associates and Oakmark.

 

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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