Sub-Advisory Services
Over the years, Harris Associates has developed strong relationships with investment intermediaries. Our desire to remain adaptive to their needs led to the introduction of our sub-advisory services. Since we initiated this program, we have expanded our offering to a select group of investment advisors. If you're interested in learning more about these services, contact Michael Neary at mneary@harrisassoc.com.

Through the combination of our in-house system capabilities, operational expertise and an experienced staff, Harris Associates provides a unique service to the financial advisor who is looking to add separately managed accounts to their practice. Some of the highlights of our service include:

Customized Portfolio Management
Individually managed client portfolios utilizing a long-term, low turnover investment approach. Portfolios can be structured to address unique client factors such as taxes, portfolio restrictions and diversification issues.

A Successful Investment Approach
A proven, disciplined value investment philosophy which has been consistently applied for twenty-five years. Direct contact with a dedicated and experienced portfolio manager who will assist the Advisor in implementing the program with his or her clients. The degree of client communication can be customized to meet the specific goals of the Advisor.

Simplified Administration
Pre-packaged prototype contracts for advisor/sub-advisor and sub-advisor/client. Streamlined account start-up procedures. Seamless electronic interface between advisor, sub-advisor and custodian to ensure timely, accurate monitoring and reporting. Experienced personnel at all levels of our organization to assist in implementation.