Explore the most commonly asked questions about investment planning and strategy below.
We believe in a personalized, client-first approach, creating tailored financial strategies to align with your unique goals. Our focus is on long-term growth, transparency, and proactive decision-making.
We start with a comprehensive financial assessment to understand your objectives and craft strategies that align with your risk tolerance, time horizon, and aspirations.
Our holistic approach combines active management, transparent communication, and cutting-edge tools to provide solutions that are as unique as your financial journey.
Yes, we offer sustainable investment options for clients seeking to align their portfolios with ethical, environmental, or social priorities.
We stay agile by monitoring trends, analyzing data, and adjusting strategies to keep your portfolio resilient in a dynamic economic landscape.
We offer a transparent, straightforward fee structure based on a percentage of assets under management (AUM), ensuring no hidden costs or surprises.
Beyond our management fees, you may encounter custodial or trading fees from third-party providers, but we aim to keep these minimal and fully disclose them upfront.
Yes, our fees are competitive and tiered, meaning larger portfolios may benefit from reduced percentages for cost efficiency.
Yes, we typically require a minimum portfolio size, but we also offer flexible solutions for smaller investors seeking financial planning services.
Our commitment to active management, personalized strategies, and measurable outcomes ensures that you receive exceptional value for your investment.
We manage a diversified portfolio of equities, bonds, ETFs, and alternative investments, tailored to your goals and risk tolerance.
We use a data-driven approach to balance risk and reward, ensuring your portfolio remains resilient while striving for growth.
Absolutely. We collaborate with you to include preferences such as ESG factors or exclude industries that don’t align with your values.
We review your portfolio regularly, making adjustments as needed to align with market conditions and your evolving financial goals.
Yes, we integrate tax efficiency into our investment strategies to help maximize your after-tax returns.
Our team consists of highly experienced, certified financial planners (CFPs) and investment professionals with a proven track record of success.
The process begins with an in-depth consultation to assess your goals, followed by the development of a tailored financial strategy.
Yes, you’ll have a dedicated advisor who understands your financial journey and remains your primary point of contact.
We provide regular updates through meetings, reports, and digital tools to ensure you’re always informed about your portfolio and progress.
Our commitment to personalized service, proactive communication, and measurable results ensures an exceptional client experience every step of the way.
Our process includes retirement planning, tax strategies, education savings, wealth preservation, and more, all customized to your unique needs.
We continuously monitor your progress, adjust strategies as needed, and provide regular updates to keep your plan aligned with your goals.
Yes, we specialize in creating estate plans that protect your wealth and ensure a smooth transfer to future generations.
We develop tax-efficient strategies to minimize liabilities, including optimizing deductions and managing investment accounts effectively.
Absolutely. We help business owners with retirement planning, succession strategies, and managing business-related financial goals.
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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.
