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REGULATORY MATERIALS

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TOWPATH FUNDS  |  REGULATORY MATERIALS

Towpath Funds Prospectus
March 31, 2025
Towpath Focus Fund Summary Prospectus
March 31, 2025
Supplement to Towpath Funds Prospectus
March 31, 2025
Towpath Technology Fund Summary Prospectus
March 31, 2025
Towpath Funds Annual Report
November 30, 2024
Towpath Funds Semi-Annual Report
May 31, 2024
Towpath Focus Fund Tailored Shareholder Report
November 30, 2024
Towpath Technology Fund Tailored Shareholder Report
November 30, 2024
Q3, 2024 Holdings
Q1, 2025 Holdings
Towpath Funds Annual Proxy Voting Record
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OELSCHLAGER INVESTMENTS
4040 Embassy Parkway, Suite 320
Akron, Ohio  44333
330-664-9920  |  invest@oelschlagerinvestments.com
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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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