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 firstname.lastname@example.org.