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The Fortress Fund has two share classes: FORTX (Class I Shares) and FORKX (Class K Shares).
FORTX has a $10,000 minimum investment requirement, and FORKX has a $25,000 minimum investment requirement. FORKX has a slightly lower expense ratio than FORTX. Review fees here, and refer to the prospectus for a full description of fees.
FORTX is purchased through an investment platform where you already have a brokerage account, like Schwab or Pershing. FORTX is currently available on the following platforms:
FORKX is purchased through UMB, our fund administrator. If you would like to invest in FORKX, open an account at UMB at this link. Contact Shareholder Services at 1-844-323-8200 for assistance.
If you are currently invested in Class K shares, you can access your account, reports, and fund updates via the secure client portal below.
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