OELSCHLAGER INVESTMENTS

Overview

Oelschlager Investments operates as a limited liability company that registered with the SEC in 2019 and is owned by an individual. The firm manages portfolios on a fee basis (percentage of AUM) and focuses on discretionary portfolio management for individuals, small businesses and investment companies. Its client base spans individual and family clients as well as institutional investors. Investment activity shows a clear tilt toward publicly traded equities. The firm reports a preference for exchange-traded equities as the primary vehicle for implementing equity exposure, using those holdings as the core of separately managed account (SMA) strategies. Oelschlager Investments is not positioned as an ESG-focused manager, and it does not market pension consulting or multi-state adviser services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices