All of our clients have their own goals and needs, and we craft every portfolio to meet those specific objectives. We are as proud of our client service as we are of our long-term investment results.
As our client, you have direct access to your portfolio manager and an experienced account administrator to ensure that you receive a high standard of care and attention.
We can work with your tax or estate advisor to understand your tax sensitivity and then manage your portfolio according to your specific situation. We also have long-standing relationships with legal, accounting and other professionals who serve high-net-worth families and individuals.
Please consult your accountant, tax advisor or tax professional for detailed information applicable to your unique situation.
Individuals and Families
Customized wealth management services and the Oakmark mutual funds
Consultants, foundations, endowments, pension funds and other institutional investors
Registered advisors, planners, broker-dealers and other financial professionals