Sub-Advisory Services

If you are looking for an experienced partner to help manage your client’s investment portfolios, our sub-advising service could be the solution for you.

Unparalleled Expertise
Customized Solutions
Advanced Technology

Sub-Advisory Services

If you are looking for an experienced partner to help manage your client’s investment portfolios, our sub-advising service could be the solution for you. Drawing on decades of portfolio management experience, we specialize in delivering comprehensive and personalized investment solutions to help you enhance your clients’ portfolios and drive long-term success.

We understand the challenges faced by wealth managers in meeting the unique needs and goals of their clients. That’s why we offer a strategic partnership that empowers you to leverage our expertise, research capabilities, and technology to optimize your investment strategies so that you can focus on delivering exceptional client experiences.

Selective Partnerships,
Exceptional Results

Managed Portfolios
0 +
Years of Market Expertise
0 +
in Managed Assets
$ 0 M+

What does it mean to be on the “Inside Edge?”

To be on the “Inside Edge” means having access to expert financial guidance, tailored strategies, and proactive support that positions you ahead of the curve. It’s about gaining the advantage of personalized insights and innovative solutions that empower you to make confident, informed decisions. At Inside Edge, we work to ensure you’re always in the best position to achieve your financial goals and navigate life’s complexities with clarity and confidence.

What We Do

Active Management

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam.

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam.

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam.

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam.

Active Management

Navigating Success with Active Management

We take a hands-on approach to managing your portfolio, making data-driven decisions to adapt to market conditions and seize opportunities. By actively monitoring and adjusting your investments, we ensure your strategy stays aligned with your goals and risk tolerance, delivering consistent, long-term results.

Market-Driven Preparedness

Staying Ready with Market-Driven Preparedness

Our proactive approach focuses on anticipating market shifts and preparing your portfolio for all economic conditions. By leveraging real-time insights and deep market expertise, we create strategies that position you to weather volatility and capitalize on growth opportunities.

Investment Models

Building Wealth with Investment Models

Our robust investment models provide a structured yet flexible approach to growing your wealth. Combining advanced analytics with personalized strategies, we develop diversified portfolios tailored to your unique needs, ensuring a balance of growth, stability, and risk management.

Transparent Fees

Earning Trust with Transparent Fees

We believe in complete transparency when it comes to costs, so you always know where your money is going. Our straightforward fee structure ensures there are no hidden surprises, allowing you to focus on building your financial future with confidence.

Stay ahead of the curve
With Peak investment strategies

Receive timely market updates, proven investment strategies, and exclusive financial insights — straight to your inbox, every week.

By clicking Sign Up you’re confirming that you agree with our Terms and Conditions.

Latest News, Financial Insights & Awards

New Baby In The Family(!) + UBER’ Ready To POP?!

New Baby In The Family(!) + UBER’ Ready To POP?! Big life news and big market moves!...

Read Article

Largest Intra-Day Reversal Of All-Time?! Here’s What We Did In The Wealth Management Accounts

Largest Intra-Day Reversal Of All-Time?! Here’s What We Did In The Wealth Management Accounts In this explosive...

Read Article

The Investor’s Edge – Market/Portfolio Update, April 3rd, 2025

Tariff Tantrums, Market Meltdown, Making Sense Of It All In this week’s video and PDF update, we...

Read Article

Understanding U.S. Trade Tariffs

Global trade uncertainty is shaking markets in early 2025. The proposed U.S. tariffs on imports from other...

Read Article

3 Reasons You Need A Financial Plan

What if you could face any market crash or life curveball without losing sleep over your finances?...

Read Article

Turn Your HSA into a Powerful Retirement Fund

Turn Your HSA into a Powerful Retirement Fund When it comes to managing healthcare costs and building...

Read Article

Let’s Talk

Fill out the form and we will be in touch shortly.

Stay On The 'Inside Edge'

Nick Silikov

Director of Communications
Nick brings over 15 years of experience working with leading companies in the trading and financial technology space. As Director of Communications at Inside Edge Capital, he helps clients navigate the firm’s services, while also managing and maintaining its suite of web properties.

Kyle Wasson, CFP®​

COO

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

Founder, CIO, CNBC Contributor

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.