Getting Started

Fortress Group limits its client base to a select group of investment fund managers with a record of superior historical performance, or whose principals have outstanding records of prior accomplishment in relevant product areas. Based upon investor demand, we seek out general partners employing investment strategies within each asset class that can be readily differentiated by limited partners. Examples of differentiation include an edge in deal sourcing, meaningful industry expertise, or other unique abilities that add value to portfolio investments.

Prior to representing a general partner, we conduct rigorous due diligence on the manager's investment strategy, investment discipline, operations, investment capacity, personnel backgrounds, and risk management practices. Analytical and quantitative reviews are used to evaluate managers, determine competitive advantages versus peer groups, and establish a correlation to industry benchmarks. The experience, talent, and integrity of the investment management team are critical elements to our evaluation process.

In each mandate, we operate in a seamless relationship with our clients to achieve their short and long-term business development objectives. Structuring each engagement with a mutual alignment of interests is crucial to the relationship, and we will not consider new assignments which may create conflicts of interest with other client mandates. Every assignment is pursued until its successful completion, regardless of the effort and time required. Navigate the menu to the right for detailed descriptions of the services we provide at each step in the fundraising process.