Advisor at Oelschlager Investments
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Oelschlager Investments
Location
Akron, OH 44333
Credentials
CFA®, Series 63
Industry experience
4 years
Mark Oelschlager is the principal and sole advisor at Oelschlager Investments, holding the CFA® designation and Series 63 license, with 23 years of industry experience. He previously worked at Oak Associates, Ltd. for 19 years before founding Oelschlager Investments in 2019. Oelschlager Investments manages two mutual funds and provides discretionary separately managed accounts for high-net-worth individuals, corporations, foundations, and public plans. The firm employs a long-term investment approach combining top-down market and sector analysis with bottom-up company research, focusing on concentrated portfolios with low turnover.
$0 - $3,000,000: 0.90% annually $3,000,001+: 0.70% annually
Account minimum: $1,000,000 Fee-only: 0.90% on assets up to $3 million and 0.70% on assets above $3 million for SMA clients; 0.70% annually for Towpath Funds
4040 Embassy Pkwy Suite 320
Akron, OH 44333
Ohio
Oelschlager Investments LLC
2019 - Present (7 years)
Oelschlager Investments LLC
2019 - 2019 (1 year)
Oak Associates, ltd.
2000 - 2019 (19 years)
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