For more than a quarter-century, Harris Associates has provided a range of products and services for registered advisors, financial planners and other investment intermediaries.
We offer sub-advisory services to financial advisors looking to add separately managed accounts to their practice. Our customized portfolios utilize a long-term, low-turnover investment approach. Portfolios can be structured to address unique client factors such as portfolio restrictions, diversification issues and taxation. A dedicated and experienced portfolio manager assists the Advisor in implementing the program with his or her clients.
We also offer The Oakmark Funds, a no-load mutual fund family that adheres to Harris Associates' value-oriented approach to investing.
Financial advisors also have access to quarterly and special commentaries, manager conference calls and other communication from Harris Associates and Oakmark.