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Oelschlager Investments is an investment management firm that provides portfolio management for individuals, trusts, foundations, nonprofits, and financial advisors.  You may invest with us in our mutual funds or a separately managed account.

NEWS & INSIGHTS

First Quarter Commentary: Defense Wins Championships – or at Least the First Quarter

April 1, 2025

Mark Oelschlager, CFA

Fourth Quarter Commentary: We're Going Streaking

January 6, 2025

Mark Oelschlager, CFA

Third Quarter Commentary: Don't Bring Me Down

October 7, 2024

Mark Oelschlager, CFA

In Memoriam, Jim Oelschlager

1942-2024

Mark Oelschlager, CFA

Second Quarter Commentary: Morro the Same

July 1, 2024

Mark Oelschlager, CFA

First Quarter Commentary: Total Eclipse of Fears

April 1, 2024

Mark Oelschlager, CFA

Fourth Quarter Commentary: Musings on Munger

January 2, 2024

Mark Oelschlager, CFA

Third Quarter Commentary: The Ryder Cup and the Yield Curve

October 2, 2023

Mark Oelschlager, CFA

Second Quarter Commentary: Swift Thinking

July 3, 2023

Mark Oelschlager, CFA

First Quarter Commentary: March Madness

April  3, 2023

Mark Oelschlager, CFA

Fourth Quarter Commentary: Everywhere

January 3, 2023

Mark Oelschlager, CFA

Mutual Fund Observer: "Sometimes People Matter"

December 1, 2022
Mutual Fund Observer

Third Quarter Commentary: Federal Reserve Uprising

October 3, 2022
Mark Oelschlager, CFA

Second Quarter Commentary: Only When the Tide Goes

Out Do You Discover Who's Been Swimming Naked
July 1, 2022
Mark Oelschlager, CFA

First Quarter Commentary: War and Remembrance

(of Rising Interest Rates)
April 1, 2022
Mark Oelschlager, CFA

Investor Insight: Mark Oelschlager
December 31, 2021
Value Investor Insight

The Powell Pivot
December 31, 2021
Mark Oelschlager, CFA

See a Penny (or a Million of Them) - Pick it Up
November 5, 2021
Mark Oelschlager, CFA

Third Quarter Commentary: Shanghai Surprise
September 30, 2021
Mark Oelschlager, CFA

Towpath Focus (TOWFX) is now available for purchase at Schwab
August 11, 2021

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Second Quarter Commentary: It's Snowing
July 1, 2021
Mark Oelschlager, CFA

The Growth vs. Value Dynamic
June, 2021

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Visit our Media Highlights page to read what others

are saying about Towpath Funds

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First Quarter Commentary - MSB: Money Seemingly Boundless
April 1, 2021

Mark Oelschlager, CFA

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Commentary: Game (Will) Stop
February 1, 2021

Mark Oelschlager, CFA

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Launch Alert: Towpath Technology Fund
January 2, 2021

Mutual Fund Observer

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© 2025 by Oelschlager Investments
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OELSCHLAGER INVESTMENTS
4040 Embassy Parkway, Suite 320
Akron, Ohio  44333
330-664-9920  |  invest@oelschlagerinvestments.com
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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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