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ANNOUNCEMENT

NEWS & INSIGHTS  |  STEPHANIE PATTERSON JOINS OELSCHLAGER INVESTMENTS

Stephanie Patterson Joins Oelschlager Investments
October 19, 2020

 

We are pleased to announce that Stephanie Patterson has joined Oelschlager Investments as the firm’s Director of Relationship Management.

 

Ms. Patterson has more than 16 years of industry experience, having previously worked at Oak Associates in Akron, Ohio and Charles Schwab in Richfield, Ohio. Stephanie worked closely with Mark Oelschlager and Tina Oelschlager for several years during their time at the previous firm. Says co-founder Mark Oelschlager: "Stephanie brings professionalism and excellence in her work, strategic thinking, and an exceptional ability to build relationships with clients and vendors. We are excited to be working with Stephanie again and look forward to introducing her to our shareholders and clients."

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FINRA's BrokerCheck

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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:

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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.

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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.

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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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