HARRIS & ASSOCIATES

Overview

Harris & Associates is a small, independent registered investment adviser operating as a corporation under individual ownership. The firm focuses on fee-based, advisory relationships with individuals and families, offering financial planning and discretionary portfolio management for individual clients, small businesses and other business or institutional clients. Its stated fee arrangements include asset-based fees, hourly charges and fixed-fee engagements, which points to a mix of ongoing wealth management and project-based planning work. Investment activity and stated preferences skew toward publicly traded equities. The firm reports a clear preference for equity exposure and manages client portfolios on a discretionary basis across a relatively concentrated set of liquid securities. Harris & Associates is not identified as an active ESG investor, is not a multi-state adviser, and does not position itself as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices