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INTRODUCING AN ADDITION TO THE FUND FAMILY:

TOWPATH TECHNOLOGY FUND 

Towpath Technology Fund (TOWTX), available to new investors December 31, 2020

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

Commentary: Game (Will) Stop
February 1, 2021

Mark Oelschlager, CFA

Launch Alert: Towpath Technology Fund
January 2, 2021

Mutual Fund Observer

Visit our Media Highlights page to read what others

are saying about Towpath Funds

Fourth Quarter Commentary: November Nine
January 12, 2021

Mark Oelschlager, CFA

Investor Insight: Mark Oelschlager
October 30, 2020
Value Investor Insight

Oelschlager Investments is pleased to welcome

Stephanie Patterson to the team
October 19, 2020


 

Third Quarter Commentary: The Beat Goes On
October 1, 2020

Mark Oelschlager, CFA
 

 

 

Launch Alert: Towpath Focus Fund
September 1, 2020

Mutual Fund Observer

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

Form ADV  |  Form CRS  |  Terms of Use

Note to Financial Advisors: 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:

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.

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.  

 

Limited History of Operations: The Fund is a new mutual fund and has a limited history of operations for investors to evaluate. 

Management Risk: The Fund is an actively managed portfolio. The Adviser will apply investment techniques and risk analyses in making investment decisions for the Fund, but there can be no guarantee that the Fund will achieve its investment objective. The Adviser may select investments that do not perform as anticipated by the Adviser. The Fund could lose value or its investment results could lag relevant benchmarks or other funds with similar objectives.

An investor should carefully consider Towpath Focus Fund's (TOWFX) investment objectives, risks, charges and expenses before investing. This and other important information about Towpath Focus Fund can be found by downloading the Fund’s prospectus and summary prospectus. To obtain a hard copy of the prospectus, please call Shareholder Services at  877-593-8637. Please read the prospectus carefully before investing.

An investor should carefully consider Towpath Technology Fund'
s (TOWTX) investment objectives, risks, charges and expenses before investing. This and other important information about Towpath Technology Fund can be found by downloading the Fund’s prospectus and summary prospectus. To obtain a hard copy of the prospectus, please call Shareholder Services at  877-593-8637. Please read the prospectus carefully before investing. 

Towpath Focus Fund (TOWFX) and Towpath Technology Fund (TOWTX) are distributed by Foreside Financial Services, LLC.

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