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Wealth Management EDGE
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida

Robert Isbitts
Founder and Chief Investment Strategist at Sungarden Investment Publishing LLC


Rob Isbitts is the creator of has spent the past 35 years as an investment strategist, advisor, researcher, 3-time mutual fund manager, thought leader, and journalist. He has devoted his career to helping investors make sense of chaotic markets and mentoring aspiring investment professionals, while executing 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 a broader segment of the investor/trader population.

A long-time financial journalist, Rob writes frequently on ETFs and market strategy under his brand name, "Modern Income Investor" on Seeking Alpha, and is a contributor at His past writing gigs include, TheStreet, MarketWatch, and US News & World Report. 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.

Agenda Sessions

  • The Role of Active ETFs in Managing Volatility and Generating Alpha