How to Invest

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Questions about investing? Call us at 806-323-8000.

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.

How to Invest in FORTX

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:

How to Invest in FORKX

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.