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TERMS OF USE

Terms and Conditions

This section governs use of the Oelschlager Investments LLC (“Oelschlager”) website. PLEASE READ THE FOLLOWING CAREFULLY, as using this website will mean that you have read, understand, and agree to be bound by the terms and conditions set forth below. Oelschlager reserves the right to remove or amend the content of the website at any time and without notice. 

 

Regulatory Status and Jurisdiction

Oelschlager is registered as an investment adviser with the United States Securities and Exchange Commission. Details regarding our respective registration can be found at www.sec.gov. Oelschlager is incorporated under the laws of the State of Ohio in the U.S. These terms and conditions shall be governed by and construed in accordance with the laws of the State of Ohio and any dispute arising in respect of these terms and conditions shall be subject to the exclusive jurisdiction of the courts of the state or regulatory body.

 

Intended Audience and Usage

This site is intended for U.S. investors or consultants only and not for recipients in any jurisdiction where Oelschlager is not registered or authorized to engage in investment activity where registration or authorization may be required. Site contents are for informational purposes only and do not constitute advice of any kind or a recommendation to buy or sell any product or service or stock. If you choose to access information on this site, it is your responsibility to comply with all applicable laws. 

 

Cookies

A cookie is a small amount of data which is transferred to your browser by a webserver. Oelschlager may use cookies to track your visits to this website. A user can choose not to accept certain cookies by turning this feature ‘off’ within the browser settings.

 

Professional Investment Advice and General Risk

You should consult a professional advisor on your financial circumstances rather than rely solely on the material on this site. All investments involve a degree of risk. Oelschlager will not be liable for any potential loss or damage that results to you or a third-party in connection with this website, or any linked websites, including losses or damages due to viruses that may infect your property on account of your access to, use of, browsing, or downloading any material.

 

Representation and Warranty

The information and opinions contained on this website are provided ‘as is’ without any warranty of any kind, either express or implied, to the fullest extent permissible pursuant to applicable law.  You are responsible for evaluating the adequacy, accuracy, reliability, merchantability, non-infringement, completeness of any information or the content available for any particular purpose with respect to the website or any of its content.

 

Copyright

The content of this website is protected by applicable copyright laws. No permission is granted to copy, distribute, modify, post, or frame any text, graphics, video, audio, software code, or user interface design or logos.

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

Form ADV  |  Form CRS  |  Terms of Use

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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