Rob's Mission

To help investors in and approaching retirement by busting common investment myths, making of chaotic markets, and plugging gaps in what “mainstream” financial firms offer.

A welcome message from Rob Isbitts

It started with a Dad, and a dream

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

A personal note from the father of our founder and CIS, Rob Isbitts.

Get to know Rob

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 investors make sense of chaotic markets, and growing a team of next-generation leaders to continue developing his Intellectual Property and investment approach.  

In 2021, Rob and his team debuted Sungarden Investment Publishing (SIP), an investment publication that focuses on offering a differentiated investment and research service at a compelling price point.

SIP opens up Rob's 30-plus years of investment strategy experience to clients and investors, so they can focus on investment process and strategy instead of stock tips and tired asset allocation techniques.

Rob resides in South Florida with his wife Dana. They have three adult children. Rob grew up in Fair Lawn, New Jersey, graduated from University at Albany–SUNY and earned an MBA from Rutgers University.

Professional Experience

Investment Experience That Matters

  • 35 years as investment strategist, advisor, researcher, thought leader and journalist
  • Over 100,000 hours of hands-on investment experience and innovation
  • Navigated through 5 bear markets…and lived to tell about it!
  • Former advisor to high-net-worth families and financial advisors (over 25 years)
  • Sold advisory practice in 2020 to focus on research and investment model management by Co-Founding Sungarden Investment Publishing (SIP) with Samita Thephasit
  • Former 3-time mutual manager (including one of the first hedged mutual funds)
  • Tenured Chief Investment Officer, Investment Strategist, Portfolio Manager
  • Market technician (chartist) for over 40 years. His late father taught him at age 16 (in 1980)
  • Stock researcher since 1980s, ETF research since 1990s

Investment thought leader and innovator

  • Over 1.8mm pageviews as a Forbes.com Senior Contributor since January, 2019
  • Contributor to U.S. News & World Report (investment strategy column for financial advisors)
  • Published hundreds of articles and whitepapers since 1998
  • Author of 3 investment books, including 2021 E-Book Dividend Investing: A Modern Approach
  • Selected to Worth Magazine Top 100 Advisors in U.S. 4 times
  • Named to “Venerated Voices” list of most-read contributors by Advisor Perspectives 3 times
  • Consistently one of most-read article writers on Advisorpedia.com

Intellectual Property Creator and Owner

  • YARP (Yield At A Reasonable Price): stock selection factor and investment process
  • Absolute Return Investment Strategy (ABS): innovative, flexible, tactical ETF portfolio that provides tail risk and return enhancement potential to equity portfolios
  • Published hundreds of articles and whitepapers since 1998
  • Author of 3 investment books, including 2021 E-Book Dividend Investing: A Modern Approach
  • Selected to Worth Magazine Top 100 Advisors in U.S. 4 times
  • Named to “Venerated Voices” list of most-read contributors by Advisor Perspectives 3 times
  • Consistently one of most-read article writers on Advisorpedia.com

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