To provide a destination for investors who seek a time-efficient, battle-tested approach to investing for and in retirement. A place that is more like a club, and less like an investment meat market.
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.
Welcome to Sungarden
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.