About Rob Isbitts, Founder & Chief Investment Strategist

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Rob Isbitts’ career qualifications as a trainer and mentor, include:

  • 30 years of professional investment experience

  • First 9 as a Wall Street grunt, next 27 as a fiduciary advisor

  • Sold advisory practice and “Retired” in 2020 at age 56…or did I? 

  • Entered into “10-year, no-cut contract” with buyer to provide model portfolio

  • Founded Sungarden Investment Publishing in 2020

  • Founded ETFYourself.com, a subscription publication, in 2023

  • More than 1,000 published articles (etf.com Forbes, Marketwatch, TheStreet.com, US News & World Report and others)

  • Featured guest on dozens of podcasts

  • Earned reputation as a straight-talker, fair-play and diversity advocate

  • 3-time mutual fund manager, 3-time book author

  • 3-time Worth Magazine “Top 100 U.S. Wealth Advisors” honoree

  • Creator of investing Intellectual Property

Rob’s wife of more than 30 years, Dana Isbitts, manages operations, human resources, editing and a variety of other support duties, and has for many years.

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SIP is an investment research company, created to fill a huge gap we see in how people learn to invest At Sungarden, we replace complexity, frustration and FOMO (fear of missing out) with a structure that inspires confidence.


Sungarden Investment Research Group is a product of ETFYourself Founder and 37-year veteran Rob Isbitts and a group of mostly CFA analysts to deliver impersonal, differentiated investment research, market insights and model portfolio signal services