top of page
office signage.jpg

4-time Refinitiv Lipper Award 
winning portfolio manager

In 2019, Red Oak Technology Select ranked 1st out of 99 Science & Technology Funds for its Consistently Strong Risk-Adjusted Performance for 10 years as of 11/30/2018.

Also in 2019, Pin Oak Equity ranked 1st out of 375 Multi-Cap Core Funds for its Consistently Strong Risk-Adjusted Performance for 10 years as of 11/30/2018.

In 2018, Red Oak Technology Select ranked 1st out of 104 Science & Technology Funds for its Consistently Strong Risk-Adjusted Performance for 10 years as of 11/30/2017.

In 2017, Red Oak Technology Select ranked 1st out of 104 Science & Technology Funds for its Consistently Strong Risk-Adjusted Performance for 10 years as of 11/30/2016.

final.OEL-20102_edited.png

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

NEWS & INSIGHTS

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

The Growth vs. Value Dynamic
June, 2021

​

Visit our Media Highlights page to read what others

are saying about Towpath Funds

​

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

Mark Oelschlager, CFA

​

Commentary: Game (Will) Stop
February 1, 2021

Mark Oelschlager, CFA

​

Fourth Quarter Commentary: November Nine
January 12, 2021

Mark Oelschlager, CFA

​

Launch Alert: Towpath Technology Fund
January 2, 2021

Mutual Fund Observer

Investor Insight: Mark Oelschlager

October 19, 2020

Value Investor Insight
 

​

​

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

Mark Oelschlager, CFA
 

 

 

Launch Alert: Towpath Focus Fund
September 1, 2020

Mutual Fund Observer

BACK TO TOP
Subscribe to receive updates from Oelschlager Investments.
© 2025 by Oelschlager Investments
  • LinkedIn

​

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

​

Form ADV  |  Form CRS  |  Terms of Use

 

FINRA's BrokerCheck

​

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:

​

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.  

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.

​

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.

​

Subscribe to receive updates from Oelschlager Investments.
bottom of page