Towpath Focus is Now Available for Purchase at Schwab
Updated: Nov 14, 2022
August 11, 2021
By Mark Oelschlager, CFA
Towpath Focus is Now Available for Purchase at Schwab
Effective August 2021, Oelschlager Investments is pleased to announce that Towpath Focus (TOWFX), our all-cap fund, is available for purchase on Charles Schwab's platform. Self-directed and advisor clients of Schwab may now purchase the Fund via Schwab's trading screen by searching for TOWFX.
We encourage financial advisors who are currently using other platforms to 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.
Both Towpath Focus and Towpath Technology continue to be available for direct investment with Oelschlager Investments.
Our sincere thanks to all those who have supported and continue to support us in making the Funds available to a wider audience.
IMPORTANT INFORMATION:
To determine if this Fund is an appropriate investment for you, carefully consider the Fund's investment objectives, risk factors and charges and expenses before investing. This and other information can be found in the Fund's Prospectus which may be obtained by calling 1-877-593-8637 or visiting our website at www.oelschlagerinvestments.com. Please read it carefully before investing. Mutual fund investing involves risk, including possible loss of principal.
Towpath Funds are distributed by Ultimus Funds Distributors, LLC (Member FINRA). Ultimus Fund Distributors, LLC and Towpath Funds are separate and unaffiliated.
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