Oelschlager Investments

Oelschlager Investments provides discretionary investment advisory services to registered investment companies — the Towpath Funds (Towpath Focus Fund, TOWFX; Towpath Technology Fund, TOWTX) — and to separately managed accounts for high‑net‑worth individuals, corporations, foundations, endowments and public plans. The firm managed approximately $93,297,658 in discretionary assets as of December 31, 2025 and offers both mutual‑fund management and SMA services.

The firm’s investment process blends top‑down market and sector analysis with bottom‑up quantitative and qualitative company selection, emphasizing long‑term investment merits and holding a concentrated number of positions (generally 25–40) with historically low turnover. SMA clients may request tailored investment restrictions that the adviser evaluates and documents, and the firm offers distinct strategies including All‑Cap Core, Technology, and a Fixed‑Income strategy recently added to its SMA lineup.

Compared with many peers, Oelschlager combines running its own registered funds with providing SMA services while operating as a solo principal‑run firm, a structure the brochure identifies as creating dependence on key personnel. The adviser also discloses the ability to invest SMA assets in its Towpath Funds (with Fund fees described in the funds’ prospectus) and recently updated its Fixed‑Income SMA fee and strategy disclosures.