Portfolio manager Tony Coniaris draws parallels to how certain attributes apply to both “The Simpsons” enduring success and how Harris Associates/Oakmark approaches investing.
Since 1976, we’ve been working with wealthy individuals and families to promote tailored investment solutions.
We value your perspective, your time and your unique situation; we listen before guiding clients to a solution.
We’re happy to work with your accountants and attorneys on all matters, including taxation, estate planning and charitable giving.
Harris does not provide tax or legal advice. Please consult your tax or legal advisor for detailed information applicable to your unique situation.
More than a style of investing, our commitment to generating value goes to the heart of everything we do.
Offering both an equity-focused strategy and a balanced option, these separate account portfolios are built for use when capital preservation and long-term growth are a portfolio’s primary objectives.