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OUR TEAM

ABOUT  |  OUR TEAM

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MARK OELSCHLAGER, CFA

Mark Oelschlager, CFA is President, Chief Investment Officer and co-founder of Oelschlager Investments.  He is portfolio manager of Towpath Focus Fund (TOWFX) and Towpath Technology Fund (TOWTX).  Mark Oelschlager has over 30 years of investment experience.  He earned his BA in Economics from Trinity College in Connecticut and MBA from The Ohio State University.  He holds the Chartered Financial Analyst (CFA) designation.  Prior to founding Oelschlager Investments, Mark served as Co-Chief Investment Officer and Portfolio Manager at Oak Associates in Akron, Ohio.  Mark is currently chair of the Akron Children's Hospital Foundation Board.

Direct Phone: 330-664-9921

mark@oelschlagerinvestments.com

TINA OELSCHLAGER

Tina Oelschlager is co-founder and Chief Compliance Officer of Oelschlager Investments.  She received her BS in Finance from The University of Akron and MBA from Case Western Reserve University.  She has over 20 years of industry experience.  Prior to founding Oelschlager Investments, Tina assisted clients and shareholders of Oak Associates in Akron, Ohio, where her roles involved investor communications, operations, compliance, trading and marketing. Tina currently serves as a member of The University of Akron's Economics Advisory Board.

Direct Phone 330-664-9922

tina@oelschlagerinvestments.com

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JULIE SMOULDER

Julie Smoulder serves as Director of Client Services at Oelschlager Investments. She earned her BS in Psychology from Campbellsville University in Kentucky and resides in North Royalton. Julie's professional experience includes accounting, search engine optimization (SEO), and various administrative functions. In her role at Oelschlager Investments, Julie assists clients in establishing new accounts, facilitates account transfers and rollovers, and manages vendor relationships for the firm. She provides ongoing client and shareholder communications and service. 

Direct Phone: 330-664-9926

julie@oelschlagerinvestments.com

General E-mail: invest@oelschlagerinvestments.com

Main Phone: 330-664-9920

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BRYON TAN

Bryon Tan serves as office manager for Oelschlager Investments.  He attended The University of Akron and resides in Jackson Township.  Bryon previously operated his family's restaurant business in Canton for over 15 years, before embarking on commercial and residential real estate property management and investing.  Bryon assists Oelschlager in administrative, operational and logistical tasks.

Direct Phone: 330-664-9924

bryon@oelschlagerinvestments.com

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STEPHANIE PATTERSON
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© 2024 by Oelschlager Investments
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For more information on a separately managed account, please contact us.

Form ADV  |  Form CRS  |  Terms of Use

 

FINRA's BrokerCheck

Note to Financial Advisors: Towpath Focus Fund (TOWFX) is currently available on Charles Schwab's platform. Please contact your custodian/broker-dealer to request that TOWFX and TOWTX be added to your broker-dealer’s platform.  Advisor demand is necessary for Towpath Focus Fund and Towpath Technology Fund to be considered for your platform.

Please contact us with any questions.

 

IMPORTANT INFORMATION:

There can be no guarantee that any strategy (risk management or otherwise) will be successful.  All investing involves risk, including potential loss of principal. “Prior Fund” does not represent the performance of Towpath Focus Fund.

Equity Risk: Equity security values held by the Fund may fall due to general market and economic conditions, perceptions regarding the industries in which the issuers of the securities participate or other factors relating to the companies.  

Active Management Risk: The Adviser's judgments about the growth, value or potential appreciation of an investment may prove to be incorrect or fail to have the intended results, which could adversely impact the Fund's

performance and cause it to underperform relative to other funds with similar investment goals or relative to its benchmark, or not to achieve its investment goal.

Carefully consider the Funds' investment objectives, risks, charges and expenses before investing. This and other important information about Funds can be found by downloading the Funds' prospectus and summary prospectuses. To obtain a hard copy of the prospectus, please call Shareholder Services at  877-593-8637. Please read the prospectus carefully before investing.


Towpath Funds are distributed by Ultimus Fund Distributors, LLC (Member FINRA). Ultimus Fund Distributors, LLC and Towpath Funds are separate and unaffiliated.

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