Fortress Capital

Fortress Capital provides discretionary portfolio management to qualifying and high‑net‑worth individuals and to entities, and it offers limited non‑discretionary financial planning reviews for employer‑sponsored retirement accounts. The firm manages a small number of client relationships with roughly $2.3 million in assets under management and evaluates suitability before implementing its single investment strategy.

The investment approach is bottom‑up fundamental analysis focused on equity securities and long‑term capital growth, typically constructing concentrated portfolios of approximately six to ten stocks and avoiding leverage. Portfolios may hold meaningful cash positions when opportunities are limited, and the manager generally seeks multi‑year time horizons, typically five to ten years or longer.

What is noteworthy is that the firm uses performance‑based compensation for qualified clients—an arrangement that is uncommon among similarly sized independent advisers—and implements features such as a high‑water‑mark and annual billing while stating the same investment strategy applies to performance‑fee accounts. The firm’s client base is concentrated among higher‑net‑worth or qualifying clients rather than non‑HNW retail individuals, and it supplements discretionary management with one‑time, flat‑fee assessments of employer retirement plan accounts.