About Sungarden

Sungarden Investment Publishing

  • Sungarden is an investment research company that takes an uncommon, contemporary approach to today's markets
  • We deliver our research on ETFs, stocks and market strategy to both professional advisors and self-directed investors, in multiple forms
  • After 35 years of experience, including 5 bear markets, Sungarden fills a void in a noisy world of tired, traditional investment approaches
  • Our perspective, insights, and investment activity are updated continuously, in sync with today's volatile markets
  • Our website is loaded with free insights and timely commentary, and our security research and model portfolios are available through multiple outlets
Our Model portfolios
How to work with us
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Rob Isbitts: "Defensive Coordinator To Investment Advisors"

Rob Isbitts has spent the past 35 years as an investment strategist, advisor, researcher, thought-leader and journalist. He has devoted his career to helping financial advisors and their clients make sense of chaotic markets, mentoring aspiring investment professionals, while developing his innovative investment research approach.

Rob sold his advisory practice in 2020, to focus exclusively on investment research and model portfolio management through the creation of Sungarden Investment Publishing (SIP). SIP opens up Rob's decades of experience in investment strategy, research and portfolio management to financial advisors. He aims to help advisors learn to make investment management a true "asset" to their practice, as he did during his 27-year career as an advisor.

A long-time financial journalist, Rob writes a monthly column on investment strategy for financial advisors at U.S. News & World Report. He has written for Forbes.com, TheStreet, MarketWatch, and RIABiz. He has authored 3 books on investing, and was named a Top 100 Wealth Advisor in the U.S. 3 times during his advisory career.

Rob's weekly letters
rob isbitts

Our History

When your bloodlines descend from surviving financial calamity, and you have been battle-tested in the 1987 Crash, Dot-Com Bubble, Financial Crisis, and all the ups and downs in-between, you get pretty hard-wired to operate a certain way.

Everyone has people that have influenced them in their careers.  I had one before I started mine.

My father Carl grew up in the Washington Heights section of New York City in the 1930s.  He was a child of the Great Depression. He was never a professional investor, but from the time he taught me to chart stocks at age 16, he hoped I would be.

Fortunately, he lived long enough to see that happen. Every day, my team and I try to apply the risk-managed, take-nothing-for-granted attitude we all learned from our parents.

Dana Isbitts

Operations Manager

Samita Thephasit

Advisor & Partnership Manager

Sungarden Team

Click the button below to learn more about Dana and Samita.

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