Rob Isbitts

Architect of the Modern Income Investor system

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 a broader segment of the investor/trader population.

A long-time financial journalist, Rob writes a monthly column on investment strategy for 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.

At Modern Income Investor, we aim to replace frustration and FOMO (fear of missing out) with consistency and confidence.

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.

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There's never been a better time to become a Modern Income Investor

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Great Starter Package

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$99 monthly

Everything in Silver +

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$299 monthly

Everything in Gold +

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Institutional Service Level

If you are a licensed financial advisor, Family Office, or institutional investor, and want to access the Modern Income Investor’s Platinum Service Tier plus additional features designed specifically for such entities, click here to set up a meeting with Rob Isbitts.

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