Harris Associates Private Wealth Management

Harris Associates Private Wealth Management

Investment Management

About us

At Harris Associates, our Private Wealth Management team is committed to creating tailored portfolios to meet our clients’ current and long-term investment objectives and goals. We offer both an equity-focused strategy and balanced option to individuals, families and financial representatives. These separate account portfolios are built for use when capital preservation and long-term growth are the primary objectives. While each client’s goals may differ, our disciplined, research-based and value-oriented approach to investing has remained the same since our firm’s inception in 1976. In constructing portfolios for our clients, we seek out companies that we believe are trading at significant discounts to their underlying value. We view every stock purchase as if we were buying a piece of a business, not just a stock certificate. We look for managers who seek to maximize the long-term value of the business for its owners by running efficient operations, concentrating on cash flow and allocating capital wisely. Our belief in our process helps us to stand firm in our philosophy through the natural ebbs and flows of the markets, striving to exceed our clients’ high expectations. In addition to building unique portfolios, we offer wealth planning services to our clients. Our team will proactively work with each individual to define their lifestyle and retirement goals, understand their options, and develop and implement an ongoing personalized plan. We strive to build and sustain ongoing relationships our clients can rely on for generations.

Website
https://harrisassoc.com/private-wealth-management/
Industry
Investment Management
Company size
51-200 employees
Founded
1976

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