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PORTFOLIO MANAGER

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TOWPATH FUNDS  |  PORTFOLIO MANAGER

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.

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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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