The Private Client Balanced strategy is a tailored investment solution for high-net-worth families and individuals.
Portfolios are built to fit client objectives with regard to risk tolerance, current income, liquidity, time horizon and other considerations. Our managers focus on capital preservation and long-term growth when constructing portfolios.
While each client’s goals may differ, the strict, value-oriented approach to investing at Harris Associates remains the same. As in all of our strategies, the Private Client Balanced strategy invests in what we see as substantially underpriced companies with strong business fundamentals and proven, shareholder-oriented management teams. The fixed-income allocation aims to minimize risk and generate income using high-quality instruments of short to intermediate duration.
As a Harris Associates client, you will receive the highest level of care from our experienced and responsive account services team as we help you pursue your investment goals.
And because wealthy individuals and families often require financial expertise beyond investment management, our team meets regularly with accountants and attorneys to discuss taxation, estate planning, charitable giving and other objectives.
Learn more about the investment philosophy and process that guide all of the strategies at Harris Associates.
Harris Associates also manages a Private Client Equity strategy. The Private Client Equity information is available here.
For more information on either the Private Client Equity or Private Client Balanced strategies, please contact:
Michael J. Mangan, CFA, CPA
Partner and Portfolio Manager