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Inside Edge is a play on founding partner Todd Gordon’s years as a competitive ski racer. At first glance, the similarities of downhill ski racing and investment management might be hard to see. For both, there is much at stake. Whether it’s the skier in the starting gate or the investor sitting down to make important financial choices, it’s up to both of them to be researched, prepared, and ready to execute their game plan with confidence. And much like the inside edge of a ski, our approach emphasizes the advantaged gained through skillful navigation and calculated moves in the investment landscape.
With a proactive mindset, they’re ready to partner with someone that can help them leverage their resources intelligently and help navigate the complexities of wealth management with confidence.
Their top priorities are to enjoy a comfortable and peaceful retirement. With us by their side as their fiduciary, they can look forward to knowing that their financial matters are meticulously managed, granting them the freedom to savor each moment without concerns.
Formulating and implementing a financial plan to address individual needs
Gaining a deep understanding of each client's financial needs, desires, and risk tolerance
Customized, active, tactical investment strategies reflective of the prevailing market conditions that align with each client's goals and risk tolerance, offering peace of mind
Todd lives in Saratoga Springs, NY with his wife and three kids. Todd worked on Wall Street for a hedge fund and brokerage firm, has been a CNBC contributor since 2010, and launched his own research firm in 2010….