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MEDIA HIGHLIGHTS

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December 1, 2022
"MUTUAL FUNDS OBSERVER: SOMETIMES PEOPLE MATTER"

Mutual Fund Observer (www.mutualfundobserver.com)

December 31, 2021

"INVESTOR INSIGHT: MARK OELSCHLAGER"
Value Investor Insight (www.valueinvestorinsight.com)

January 2, 2021

"LAUNCH ALERT: TOWPATH TECHNOLOGY FUND"

Mutual Fund Observer (www.mutualfundobserver.com)

October 30, 2020
"INVESTOR INSIGHT: MARK OELSCHLAGER"

Value Investor Insight (www.valueinvestorinsight.com)

September 1, 2020
"LAUNCH ALERT: TOWPATH FOCUS FUND"

Mutual Fund Observer (www.mutualfundobserver.com)

October 1, 2019
"FUNDS IN REGISTRATION"

Mutual Fund Observer (www.mutualfundobserver.com)

August 2, 2018
"CHOOSE THESE MUTUAL FUNDS IF THEY ARE AVAILABLE IN YOUR 401(K) PLAN"

Forbes (www.forbes.com)
 
July 30, 2018
"ALPHABET, H&R BLOCK, AND 4 OTHER STOCKS FOR TURBULENT TIMES"
Barron's (www.barrons.com)

June 1, 2018
"THE 6 GREATEST MUTUAL FUND MANAGERS OF THE LAST DECADE TO USE NOW"
Forbes (www.forbes.com)

April 19, 2018
"THE SECRET TO BEING A BETTER INVESTOR: UNDERSTAND HOW YOUR BRAIN WORKS"

MarketWatch (www.marketwatch.com)

March 27, 2018
"MANAGER OF THIS MARKET-BEATING FUND FINDS SUCCESS DESPITE NOT BEING A 'GUNSLINGER' LIKE HIS DAD"
CNBC (www.cnbc.com)

June 29, 2017

"GOOGLE'S STOCK IS STILL 'COMPELLING' SAYS OUTPERFORMING TECH FUND MANAGER'
MarketWatch (www.marketwatch.com)

March 27, 2017
"CONTRARIAN PIN OAK EQUITY RISES TO THE TOP"

Investor's Business Daily (www.investors.com)

March 27, 2017
"TOP 10 FUND MANAGERS TO WATCH"

FinancialPlanning (www.financial-planning.com)

 

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IMPORTANT INFORMATION
Past Performance Does Not Guarantee Future Results. There can be no guarantee that any strategy (risk management or otherwise) will be successful. All investing involves risk, including potential loss of principal.

An investor should consider the Fund’s investment objectives, risks, charges and expenses carefully before investing. This and other important information about the investment company can be found in the Fund’s prospectus and summary prospectus. To obtain a prospectus or summary prospectus, call 877-593-8637. Please read the prospectus carefully before investing.

Towpath Funds a
re distributed by Ultimus Fund 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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