Individuals and Families

Since 1976, Harris Associates has provided tailored investment solutions for wealthy individuals and families.
 
We start by getting to know our clients and their objectives. We then build investment portfolios to fit those objectives with respect to risk, income, liquidity, time horizon and other considerations.

Separate account portfolios are structured to seek long-term capital growth. Keeping the specific client in mind, we determine the appropriate mix of portfolio assets.

The personal touch at Harris Associates doesn’t end there. 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.

Harris Associates expanded its offerings to individuals and families with the creation of The Oakmark Funds in 1991.

Each of the mutual funds in the Oakmark family shares the same commitment to long-term value investing as our separate account portfolios.

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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