Sungarden Investment Research was founded by Rob Isbitts, a veteran investment strategist, client advisor and investment educator. Our mission is to deliver straightforward, proactive, investment thinking to a limited number of clients. Rob has been named one of the Top 100 Wealth Advisors in the U.S. by Worth Magazine 3 times. He is the author of two books on investing, and has been a former Chief Investment Officer and mutual fund manager. Rob has consulted with many of his industry peers on portfolio strategy and investment process development. Rob graduated from SUNY Albany in 1986 and earned his MBA at Rutgers University in 1994. Sungarden is an investment firm built for the 21st Century. To that end, Rob provides investment advisory services through Dynamic Wealth Advisors (DWA) of Scottsdale, AZ, a Registered Investment Advisor. DWA's experienced operations, trading, technology and compliance team allows Rob and the Sungarden team to focus its energy on investment management and client care. Learn more here .