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.