HOW TO INVEST IN THE FUNDS
TOWPATH FUNDS | HOW TO INVEST IN THE FUNDS
Oelschlager Investments offers an all-cap equity mutual fund, Towpath Focus Fund (TOWFX), and a technology sector mutual fund, Towpath Technology Fund (TOWTX).
Minimum initial investment: $2,000, or $1,000 with an Automatic Investment Plan.
You may open a direct account in the Funds by submitting the appropriate application to our Shareholder Services group. You will receive quarterly statements via mail. Online access is available for viewing your account, but not transacting.
Before you invest, please read our prospectus. If you are opening an IRA, please review our IRA Disclosure.
Mail your account application to:
c/o Mutual Shareholder Services, LLC
8000 Town Centre Dr., Suite 400
Broadview Heights, OH 44147
Please call Shareholder Services at 1-877-593-8637 if you have any questions.
Currently, Towpath Focus Fund and Towpath Technology Fund are available for direct investments via an application. Additionally, Towpath Focus Fund is available for self-directed clients and advisors to purchase on Charles Schwab's platform. If you would like to purchase Towpath Focus Fund or Towpath Technology Fund through other brokerage firms (such as Fidelity, E-Trade, Pershing, Vanguard, Wells Fargo, LPL Financial, UBS and others), please email us at firstname.lastname@example.org with the name of the brokerage firm.
If you are interested in a separately managed account, please contact us directly. Minimum investment for a separately managed account is $1 million.