As 2019 comes to a close, we are thankful that the stock market has treated us more kindly than it did in 2018.
We take a relationship-first approach when working with registered investment advisors, financial planners and other investment intermediaries. We’re here to help you extend the capabilities of your practice for your clients.
Our approach to portfolio construction can accommodate unique client factors, including directed investment restrictions, diversification issues and tax considerations.
A dedicated and experienced team is available to help you each step of the way.
Expect regular communication regarding our performance, positioning and access to our thoughts on how current market conditions are affecting value.
With a consistent, firm-wide investment philosophy and process, each separate account portfolio is built one stock at a time. Because the needs of each client are different and the markets constantly change, the separate account relationship is a dynamic one.
An extension of Harris Associates’ value-focused approach to investing, our family of mutual funds is available through financial advisors, directly from Harris Associates and other intermediaries.