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HBTC ETF
Fund Documents
Meet the Team
Insights

HBTC ETF
Fund Documents
Meet the Team
Insights

ABOUT US

Fortes fortuna adiuvat.

Fortune favors the bold.

_{Fortuna Funds, an investment management company based in Dallas, Texas, was founded in 2024 by industry veterans Joe Sando and Mark Adams. Fortuna is dedicated to delivering unique investment strategies to a wide range of investors, including retail clients, financial institutions, and wealth advisors. The company prides itself on its innovative investment solutions and a commitment to providing premier customer service.}

Who is Lady Fortuna?

Lady Fortuna, often referred to as Fortuna, is the Roman goddess of wealth, fortune, and prosperity and is often equated with the Greek goddess Tyche. Fortuna was revered as a powerful & influential deity governing fortune and fate. She is one of the oldest and most significant goddesses in the Roman pantheon, with a lineage that traces back to the earliest periods of Roman history. Fortuna embodies both good and ominous fate, representing the unpredictable nature of fortune.

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Mark Adams

Founding Partner | Chief Investment Officer

Adams has over 20 years of experience in managing options portfolios in a variety of investment vehicles.

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Joe Sando

Founding Partner | President

Sando has spent over 18 years in the investment management industry, facilitating the distribution of financial products.

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Angela Drieske

Chief Financial Officer

Drieske has 28 years of experience as a certified public accountant in various accounting roles including tax, audit, corporate accounting, and investment management.

Dennis Mason

Compliance Director

Mason is a Director at Key Bridge Compliance with over 25 years of experience in fund compliance and operations for registered investment companies.

Lauren Hein

Chief Distribution Officer

Hein specializes in ETF sales, distribution, and product marketing strategy within the financial services industry.

Erin Martinez

Chief Marketing Officer

Martinez is a marketing strategist specializing in digital marketing, CRM implementation, and channel strategy for corporate and entrepreneurial clients.

CONTACT US

Privacy Policy · Legal · © 2025 Fortuna Funds. All rights reserved.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Investors should carefully consider investment objectives, risks, charges, and expenses. This and other important information is contained in the fund prospectus and summary prospectus, which should be read carefully before investing. All Fortuna trademarks mentioned are owned by Fortuna Funds, LLC. All other company and product names mentioned are the property of their respective companies. Use of this website is intended for U.S. residents only.

Important Risk Information

There can be no assurance that the fund will achieve its investment objective.

Bitcoin and Bitcoin-related securities are relatively new investments. They are subject to unique and substantial risks and historically have been subject to significant price volatility. The value of an investment in the Fund could decline significantly and without warning, including to $0. You should be prepared for the possibility of losing your entire investment. The performance of Bitcoin-related securities, and therefore the performance of the Fund, may differ significantly from the performance of Bitcoin.

Bitcoin Exposure Risk. The Fund seeks to have significant exposure to Bitcoin. As a result, the Fund’s performance may be disproportionately and significantly impacted by the poor performance of Bitcoin or events materially affecting the Bitcoin ecosystem. The Fund’s exposure to Bitcoin makes it more susceptible to any single occurrence affecting Bitcoin and may subject the Fund to greater market risk than more diversified funds.

Derivatives Risk. The Fund will obtain exposure to Bitcoin through Bitcoin-related securities. The derivatives used by the Fund may give rise to a form of leverage, which magnifies the potential for gain and may result in greater losses. In some cases, this may cause the Fund to liquidate other portfolio investments at inopportune times. Certain of the Fund’s transactions in derivatives could also affect the amount, timing, and character of distributions to shareholders, which may result in the Fund realizing more short-term capital gain and ordinary income subject to tax at ordinary income tax rates than it would if it did not engage in such transactions. Such distributions may adversely impact the Fund’s after-tax returns.

New Fund Risk. The Fund is a recently organized investment company with no operating history. As a result, prospective investors have no track record or history on which to base their investment decision. Moreover, investors will not be able to evaluate the Fund against one or more comparable funds on the basis of relative performance until the Fund has established a track record.

Investors should consider the investment objectives, risks, charges, and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the Fund, visit our website at www.fortunafunds.com/hbtc-fund/. Read the prospectus or summary prospectus carefully before investing.

Foreside Fund Services, LLC, distributor.

This content, developed by Fortuna Funds, LLC, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.

Fortuna Funds, LLC is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Form ADV can be obtained by visiting https://adviserinfo.sec.gov and searching for our firm name. Neither the information contained herein, nor any opinion expressed, is to be construed as solicitation to buy or sell a security or personalized investment, tax, or legal advice.