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AUGUST 11, 2021

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NEWS & INSIGHTS  |  AUGUST 11, 2021

Towpath Focus is Now Available for Purchase at Schwab

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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.

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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.

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Both Towpath Focus and Towpath Technology continue to be available for direct investment with Oelschlager Investments.

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Our sincere thanks to all those who have supported and continue to support us in making the Funds available to a wider audience.

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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.

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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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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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