Experience bespoke strategies and meticulous management crafted exclusively for discerning clients to achieve their goals and master dynamic market landscapes.
Achieve clarity and confidence in your financial future with Inside Edge’s comprehensive planning services. We develop tailored strategies that encompass retirement savings, tax optimization, and wealth preservation, ensuring every aspect of your finances is working toward your goals. Our expert advisors take the time to understand your unique needs and life vision, creating a clear roadmap to guide your decisions. Work with us to turn your aspirations into actionable, achievable plans.
Gain a clear understanding of your current financial position.
Identify key opportunities to optimize your wealth management strategy.
Uncover potential risks and develop proactive measures to mitigate them.
Build a strong foundation for a tailored investment plan.
Develop a plan aligned with your unique goals and priorities.
Incorporate strategies for long-term growth and risk management.
Address specific needs like retirement, education, or legacy planning.
Adapt your plan as your financial situation and goals evolve.
Stay ahead with data-driven investment decisions.
Adjust portfolios to align with market trends and economic shifts.
Focus on balancing growth opportunities with risk mitigation.
Leverage expertise to navigate market volatility with confidence.
Carve a clear path to your financial summit! Our exclusive, detail-driven approach ensures your journey to peak financial success is nothing short of exceptional.
Do you consider yourself more of a trader rather than a wealth management client? Or, is someone else managing your financial future and you would like to get a taste of what we do at Inside Edge Capital?
In conjunction with a 3rd party company Savvy Trader we offer a program that allows you to see in real time as we manage our most active and aggressive portfolio known as “Active Opps”, short for Active Opportunities. Members of this service receive access to a mobile app, push notifications, and SMS text alerts when we make any portfolios including stock buys, sells, trims, exits, etc.
As we manage this portfolio for actual clients of Inside Edge Capital you’re alerted in real time. Active Opportunities (Active Opps) is our nimble, highly active stock portfolio that is designed to accomplish two goals; alpha generation in bull markets and active hedging / protectionist positions in bear markets.
Do you consider yourself more of a trader rather than a wealth management client? Or, is someone else managing your financial future and you would like to get a taste of what we do at Inside Edge Capital?
In bull markets our goal is to hold concentrated positions in the strongest stocks exhibiting the best technical and fundamental conditions with the goal of creating alpha, or portfolio return above and beyond broader market returns. This portfolio does not consider tax consequences of short-term capital gains.
In volatile bear markets we employ hedging strategies with options, inverse ETF’s, and inverse leveraged ETF’s in attempt to gain positive return in down markets and to hedge against our client’s other portfolio holdings that we manage.
Are you interested in getting the wealth management portfolio experience without actually transferring your accounts over for us to manage? With Portfolio Investor you have access to all our wealth management security portfolios, you will get a full financial plan prepared for you by our head of financial planning Kyle Wasson, and other benefits available only to wealth management clients of Inside Edge Capital.
Prioritizing your financial goals above all else.
Delivering personalized strategies tailored to your unique needs.
Building long-term partnerships based on trust and transparency.
Maintaining open communication and clear fee structures.
Providing honest, objective advice in all financial matters.
Ensuring ethical practices in every decision we make.
Staying ahead of market trends with proactive strategies.
Leveraging cutting-edge tools and technology for better outcomes.
Continuously evolving to meet the changing needs of our clients.
With over two decades of market expertise, Todd Gordon is the Co-Founder and Director of Investments at Inside Edge Capital. A seasoned CNBC contributor and former trader, Todd specializes in active wealth management. His client-first approach ensures proactive, transparent guidance through all market conditions.
Successful Founder of Trading Analysis
Professional trader for 20+ years
Featured investnment expert with CNBC for 12+ years
Live trading expert
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As Chief Operating Officer at Inside Edge Capital, Kyle guides clients toward their financial aspirations with expertise and care. With over a decade of experience as a Certified Financial Planner (CFP®), wealth advisor, entrepreneur, and investor, he designs personalized strategies to grow wealth, plan for retirement, or build a lasting legacy tailored to each client’s vision.
Kyle holds degrees in economics and financial planning from Texas Tech University, blending analytical depth with practical insight.
He lives in his hometown of Austin, TX with his wife, Kat, and their many pets. He enjoys staying active with community, following markets, playing golf and basketball, tending to his garden and chickens, and traveling.
Todd Gordon is the Co-Founder and Director of Investments at Inside Edge Capital. He lives in Saratoga Springs, NY with wife Tricia, twin boys Jake and Brody, and their youngest Eden Rose.
He spent his youth leading an active lifestyle in upstate NY playing many sports, but excelling in alpine ski racing. His senior year he was one of the top ranked skiers in New York state. Todd’s love for the markets began at an early age. The day he turned 18 he was finally able to open his first E-trade account during the tech bubble of the late 90’s. Reading, studying, and following gurus on the internet he attempted to day trade via an AOL dial-up modem. It didn’t go so well, but he was hooked. Ask his parents about the first phone bill they received (they didn’t realize it was a long distance phone call to be connected to the internet).
Todd began college at St. Lawrence University in far upstate NY where he pursued a degree in economics, competed on their division-I alpine ski racing team, and continued to trade and study the markets. After a while Todd came to two realizations; first he was never going to be competitive at that elite level against future olympians, and second, he knew exactly where his career was headed, he was going to be a trader.
Opting to be financially prudent and reduce student loan burden, Todd transferred away from the expensive private school to the more reasonably priced U at Albany to continue studying economics. Todd will tell you he has not used his economics degree one single day in his 21-year career in the markets (he recommends psychology and history for aspiring traders / investors).
Following college he took his first job as a professional trader in San Diego, CA and eventually made his way back east to Forex.com / Gain Capital on Wall St in New York working as a Sr Technical Analyst and trader for the parent company’s hedge fund. The move was very timely as just a few years into his new role the global financial crisis started in 2007.
Todd made a name for himself on social media and his initial interviews on BNN and CNBC by successfully trading and navigating the extreme market volatility with full transparency and devotion to his readers.
With momentum behind him in 2011 Todd left the corporate world and ventured on his own to start his own research and trading advisory business named TradingAnalysis.com. TradingAnalysis still operates today led by an incredible team he’s built over the last decade that continues to serve active trading clients around the world.
Todd’s dream was to evolve from the education, research, and trading advisory model to a more intimate client-facing model of wealth management. In 2018, recognizing that the RIA / wealth management model was booming and headed online, Todd begged his beautiful wife Tricia to allow him to move the family away from New Jersey back to Saratoga Springs.
Todd has been a CNBC contributor since 2010 and continues to provide actionable, insightful, and light-hearted commentary for CNBC. He is known for blending technical and fundamental analysis to interpret the ever-changing market landscape to produce specific trading and investment ideas for CNBC viewers and his clients. He has appeared on various shows such as CNBC Fast Money Halftime show, Fast Money, Power Lunch, Squawk Alley, Squawk on the Street, Money in Motion, and the CNBC Stock Draft. He’s also appeared on Squawk Box multiple times, and also had the opportunity to sit in for Andrew Ross Sorkin as the host to conduct interviews.
Todd considers himself extremely lucky to have spent the past 2-decades in the financial markets and financial media doing a job he loves very much. He is very excited to enjoy the same success and satisfaction in the next evolution of his career with wealth management in the coming decades.
