Sub-advisory Services

Over the years, Harris Associates has developed strong relationships with investment intermediaries. Our desire to address their needs led us to introduce sub-advisory services, which we now offer to a select group of investment advisors.

Our sub-advisory services draw upon our in-house system capabilities, operational expertise and experienced staff. We can provide a unique service for the financial advisor who wants to add separately managed accounts to his or her practice.

We offer direct contact with a dedicated and experienced portfolio manager who can assist advisors. The degree of client communication can be customized to meet the advisor’s specific goals regarding portfolio restrictions, diversification and tax issues.

If you are interested in learning more about our sub-advisory services, please contact Michael Neary, CFA, Managing Director of Marketing and Client Relations, at mneary@harrisassoc.com.

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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

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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