Markel Group

Our firm was founded by Hunter Lewis, the co-founder and former CEO of Cambridge Associates LLC, a global investment firm with $2.6 trillion under advisement as of his departure in 2018. We were originally established as a family office to guide the investments of Hunter Lewis, his family, and certain related entities. We decided to welcome outside clients, both private and institutional, into our extended family in order to share the services that we had developed for the Lewis family.

Incorporated in 1986 by Ralph Doudera, the primary objective of Spectrum Financial, Inc. (Spectrum) is to achieve consistent rates of return that are in excess of a buy/hold strategy over a complete market cycle and provide liquidity by preserving the purchasing power of the assets under management. Spectrum provides separately managed account portfolios for multiple types of investors and account types including individuals, IRAs, corporate pension, profitsharing, 401K, charitable institutions, foundations, endowments, and trusts through a variety of actively managed strategies. Spectrum has also entered into an agreement with Advisors Preferred (RIA) to provide sub-advisory services to The Spectrum Funds (Spectrum Low Volatility Fund and Spectrum Advisors Preferred Fund). The objective of these funds is to achieve consistent rates of return that are in excess of non-actively managed strategies within the asset category of the funds. Both individual and institutional share classes are available at a variety of custodians. In addition, Spectrum provides model portfolio investment signals which generate buy/sell orders for clients on the Envestnet trading platform. Spectrum strategies strive to avoid declining markets and to participate in rising markets. Spectrum is fully committed to investment research in order to perfect our strategies while listening to our clients. We invite you to transform the way you invest. For additional information and important disclosures, please go to http://investspectrum.com/disclosures.htm For additional information regarding The Spectrum Funds including prospectuses please visit http://www.thespectrumfunds.com/

Tuckahoe Holdings, based in Richmond, VA, is a family-run and controlled private investment firm, focused on acquiring majority positions in middle market companies that we own on a permanent basis. We partner with business owners, employees, and customers who align with our permanent investment and people-focused philosophy. Unlike most private equity firms, at Tuckahoe Holdings we put people first – their enduring success and safety is just as critical as establishing exemplary financial performance.  As a family-owned company, our competitive advantage is our permanent investment horizon coupled with our strong capital base and ability to close transactions quickly and successfully. We empower management teams to continue growing their business through industry-leading practices and safe cultures.  Tuckahoe Holdings is focused on redefining the private equity category, through its unique people-focused and permanent-ownership approach to doing business.