Overview Products Services Investing with Harris Associates Harris Associates is renowned for its high level of personal service. As our client, you have direct access to your portfolio manager and an experienced account administrator to ensure that you receive a high level of attention. Our customized wealth management services include, but are not limited to: Asset Allocation Should you require analysis of proper asset allocation for your investments, we provide a customized set of reports that details your current investment holdings - and how to maximize your future returns while effectively controlling portfolio risk. Tax Management Taxation issues can be a major concern for private investors. We work with your tax advisor to help evaluate your tax sensitivity and manage a portfolio tailored to your particular tax situation. Gifting Assistance In the event you would like to make a gift to a charity or individual, we will assist you in executing all the necessary details. For those clients who routinely make gifts, we contact them when particularly attractive portfolio gift opportunities arise. Estate and Trust We will work with your legal advisor to help you evaluate whether a trust can best accomplish your family's investment goals, and will help coordinate the investment issues involved in creating a trust. Referrals When you require services that extend beyond investment management, we can refer you to an intermediary that - through our extensive experience in the wealth management industry - we believe can assist you. Over the years we have referred our clients to legal, accounting, and insurance professionals with great success. Communication from Harris Associates In addition to regular performance and portfolio updates, we provide a quarterly strategy letter, which typically focuses on broad business trends and general market activity. Our hope is that each letter sheds a bit more light on our dedication to our own philosophy and process. To understand our company and our unique, consistent investment approach better, we encourage you to read archived quarterly letters on this web site. |
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