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TERMS OF USE

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Terms and Conditions

This section governs use of the Oelschlager Investments LLC (“Oelschlager”) website. PLEASE READ THE FOLLOWING CAREFULLY, as using this website will mean that you have read, understand, and agree to be bound by the terms and conditions set forth below. Oelschlager reserves the right to remove or amend the content of the website at any time and without notice. 

 

Regulatory Status and Jurisdiction

Oelschlager is registered as an investment adviser with the United States Securities and Exchange Commission. Details regarding our respective registration can be found at www.sec.gov. Oelschlager is incorporated under the laws of the State of Ohio in the U.S. These terms and conditions shall be governed by and construed in accordance with the laws of the State of Ohio and any dispute arising in respect of these terms and conditions shall be subject to the exclusive jurisdiction of the courts of the state or regulatory body.

 

Intended Audience and Usage

This site is intended for U.S. investors or consultants only and not for recipients in any jurisdiction where Oelschlager is not registered or authorized to engage in investment activity where registration or authorization may be required. Site contents are for informational purposes only and do not constitute advice of any kind or a recommendation to buy or sell any product or service or stock. If you choose to access information on this site, it is your responsibility to comply with all applicable laws. 

 

Cookies

A cookie is a small amount of data which is transferred to your browser by a webserver. Oelschlager may use cookies to track your visits to this website. A user can choose not to accept certain cookies by turning this feature ‘off’ within the browser settings.

 

Professional Investment Advice and General Risk

You should consult a professional advisor on your financial circumstances rather than rely solely on the material on this site. All investments involve a degree of risk. Oelschlager will not be liable for any potential loss or damage that results to you or a third-party in connection with this website, or any linked websites, including losses or damages due to viruses that may infect your property on account of your access to, use of, browsing, or downloading any material.

 

Representation and Warranty

The information and opinions contained on this website are provided ‘as is’ without any warranty of any kind, either express or implied, to the fullest extent permissible pursuant to applicable law.  You are responsible for evaluating the adequacy, accuracy, reliability, merchantability, non-infringement, completeness of any information or the content available for any particular purpose with respect to the website or any of its content.

 

Copyright

The content of this website is protected by applicable copyright laws. No permission is granted to copy, distribute, modify, post, or frame any text, graphics, video, audio, software code, or user interface design or logos.

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For more information on a separately managed account, please contact us.

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Form ADV  |  Form CRS  |  Terms of Use

 

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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