OUR TEAM

ABOUT  |  OUR TEAM

MARK OELSCHLAGER, CFA

Mark Oelschlager, CFA is President, Chief Investment Officer and co-founder of Oelschlager Investments.  He is portfolio manager of Towpath Focus Fund (TOWFX) and Towpath Technology Fund (TOWTX).  Mark Oelschlager has over 25 years of investment experience.  He earned his BA in Economics from Trinity College in Connecticut and MBA from The Ohio State University.  He holds the Chartered Financial Analyst (CFA) designation.  Prior to founding Oelschlager Investments, Mark served as Co-Chief Investment Officer and Portfolio Manager at Oak Associates in Akron, Ohio.  

Direct Phone: 330-664-9921

mark@oelschlagerinvestments.com

TINA OELSCHLAGER

Tina Oelschlager is co-founder and Chief Compliance Officer of Oelschlager Investments.  She received her BS in Finance from The University of Akron and MBA from Case Western Reserve University.  She has over 18 years of industry experience.  Prior to founding Oelschlager Investments, Tina served clients and shareholders of Oak Associates in Akron, Ohio, where her roles involved investor communications, operations, compliance, trading and marketing.

Direct Phone 330-664-9922

tina@oelschlagerinvestments.com

STEPHANIE PATTERSON

Stephanie Patterson is Director of Relationship Management of Oelschlager Investments.  She received her BS in Business Administration from The Ohio State University with concentrations in Marketing and Economics.  She has over 15 years of industry experience.  Prior to joining Oelschlager Investments in 2020, Stephanie was Director of Client Services at Oak Associates in Akron, Ohio.  Her responsibilities included investor communications and relationship management, mutual fund and adviser operations, compliance, sales and marketing.  Earlier in her career, Stephanie worked for Charles Schwab & Co., Inc. as a Client Service Manager for the Retirement Plan Services Group in Richfield, Ohio.  

Direct Phone: 330-664-9926

stephanie@oelschlagerinvestments.com

BRYON TAN

Bryon Tan serves as office manager for Oelschlager Investments.  He attended The University of Akron and resides in Jackson Township.  Bryon previously operated his family's restaurant business in Canton for over 15 years, before embarking on commercial and residential real estate property management and investing.  Bryon assists Oelschlager in administrative, operational and logistical tasks.

Direct Phone: 330-664-9924

bryon@oelschlagerinvestments.com

General E-mail: invest@oelschlagerinvestments.com

Main Phone: 330-664-9920

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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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