OUR PRINCIPLES

ABOUT  |  OUR PRINCIPLES

Integrity.  Diligence.  Generosity.

Below is a collection of our business principles at Oelschlager Investments.

  • Our goal: provide market-beating money management for clients over a long period of time.

  • Do what is best for the client – not necessarily what is best for our bottom line.

  • Honesty.  We will always give it to you straight, whether it benefits us or not.

  • Intellectual honesty.  This is a step beyond honesty.  It means volunteering pertinent information even if it works against us.  Internally, it means performing our work in an unbiased fashion.

  • Unbiased:  We will perform our work in an unbiased fashion, which means seeking data which improves our investment decisions, even if it results in revealing that we’ve made a mistake.

  • Invest our personal assets alongside those of our clients.

  • Keep the #1 thing #1: We are investment managers, and we will keep our focus on investment management, not marketing or business generation.  In our opinion, many firms have become more skilled at attracting and keeping clients than they are at actually managing their money.  If we can’t achieve returns better than the market over a long period of time, then we don’t deserve to manage your money.

  • Our success as a firm is not a function of how many assets we attract and revenue we collect, but rather how well we manage our clients’ money.  If given a choice, we would rather be a small firm delivering exceptional returns to our clients than a large firm with mediocre performance.

  • Substance over sizzle.  If you choose us, we believe it should be for our long-term performance, not because we are good at telling you what you want to hear.

  • The client ranks above the organization, which ranks above any individual employee.  An employee putting self-interest above the firm or a client is unacceptable.

  • Absorb costs that competitors pass on to clients.

  • Give back to the community.

  • Treat others the way we would want to be treated.

  • Every client is regarded with importance, regardless of their account size.

  • Transparency.  You will always know who is managing your money and who was accountable for past results.

  • Continuous self-improvement, both personally and professionally.

  • Accountability, both as a firm and at the employee level.

  • Employees have the latitude to make mistakes but be accountable over the long run.

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

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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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