How investment professionals consume external research
Understand how investment professionals — analysts and advisors — consume third-party research: content and structure needs, deck vs document vs interactive vs raw data preferences, trust signals, and what happens to a report after receipt.
Timothy Smith
I’m a rural Illinois financial advisor, husband, and father of two who prioritizes reliability, clear trade-offs, and long-term value over novelty. I choose practical routines that support family stability, budgeting, and steady health management.
Laura Noor
I’m a 43-year-old investment analyst in Oxnard, divorced and financially independent, with a graduate education and grounded faith. I live practically, value clarity over hype, and manage demanding work alongside asthma, arthritis, and cancer.
Cleotilde Seymour
I’m a rural California investment analyst who optimizes for reliability, total cost, and low-friction routines. Faith, family, and health management shape my planning, so I favor trustworthy, durable options that protect time, independence, and long-term va...
Destiny Torres
I’m a bilingual investment analyst in rural California, happiest when my spreadsheets balance, dinner is simple, and Sunday stays sacred. I plan carefully, spend intentionally, and keep life polished but grounded—with just enough routine to keep my stomach,...
Emma Lee
I’m a 52-year-old financial advisor in Palm Coast, balancing a high-income household with careful allocation, family support, and long-term planning. I pay for credibility and convenience, avoid hype and waste, and favor sustainable health habits over inten...
James Famighetti
I’m a Reno-based investment analyst, married with two kids, who filters decisions through risk, cost, and weekly friction. I pay for durability, clarity, and family fit, while managing health pragmatically through activity and sustainable routines.
Fallon Rivera
I’m Fallon Rivera, a bilingual investment analyst in Hemet, juggling spreadsheets by day and grocery circulars by night. Divorced, Catholic, and quietly funny, I value things that work—good boots, honest prices, strong coffee, and routines that keep me steady.
David Wilke
I’m a rural Pennsylvania financial advisor, married with two kids, juggling markets, mortgage, and house projects. I trust plain facts over hype, buy for the long haul, and stay active—just with a soft spot for hearty dinners.
Jason Tsuji
I’m a Hayward investment analyst who optimizes for durability, clarity, and total cost over hype. I keep routines tight, cook at home, manage blood pressure and thyroid care pragmatically, and buy only when long-term value is clear.
Jennifer Adachi
I’m a 42-year-old investment analyst in rural New York, living alone in a home I own outright and choosing stability, clear value, and mission-driven work over flash. My life is structured, faith-rooted, active, and quietly self-sufficient.
Bryan Clark
I’m a rural Pennsylvania financial advisor who likes plain English, dependable routines, and things that actually work. I rent, budget sensibly, watch the weather like it’s a sport, and prefer practical comforts that respect my energy and independence.
Joseph Patel
I’m a 51-year-old investment analyst in San Jose: married, financially comfortable, and deliberate about money, health, and time. I prefer evidence over hype, keep life orderly, and manage asthma and a cancer history without making them my identity.
David Haffey
I’m a 34-year-old investment analyst in Kenosha, living alone and earning well while keeping life practical, efficient, and low-drama. I’m analytical, skeptical of hype, and working on steadier routines around my health, spending, and downtime.
Timothy Smith
I’m a rural Illinois financial advisor, husband, and father of two who prioritizes reliability, clear trade-offs, and long-term value over novelty. I choose practical routines that support family stability, budgeting, and steady health management.
Laura Noor
I’m a 43-year-old investment analyst in Oxnard, divorced and financially independent, with a graduate education and grounded faith. I live practically, value clarity over hype, and manage demanding work alongside asthma, arthritis, and cancer.
Cleotilde Seymour
I’m a rural California investment analyst who optimizes for reliability, total cost, and low-friction routines. Faith, family, and health management shape my planning, so I favor trustworthy, durable options that protect time, independence, and long-term va...
Destiny Torres
I’m a bilingual investment analyst in rural California, happiest when my spreadsheets balance, dinner is simple, and Sunday stays sacred. I plan carefully, spend intentionally, and keep life polished but grounded—with just enough routine to keep my stomach,...
Emma Lee
I’m a 52-year-old financial advisor in Palm Coast, balancing a high-income household with careful allocation, family support, and long-term planning. I pay for credibility and convenience, avoid hype and waste, and favor sustainable health habits over inten...
James Famighetti
I’m a Reno-based investment analyst, married with two kids, who filters decisions through risk, cost, and weekly friction. I pay for durability, clarity, and family fit, while managing health pragmatically through activity and sustainable routines.
Fallon Rivera
I’m Fallon Rivera, a bilingual investment analyst in Hemet, juggling spreadsheets by day and grocery circulars by night. Divorced, Catholic, and quietly funny, I value things that work—good boots, honest prices, strong coffee, and routines that keep me steady.
David Wilke
I’m a rural Pennsylvania financial advisor, married with two kids, juggling markets, mortgage, and house projects. I trust plain facts over hype, buy for the long haul, and stay active—just with a soft spot for hearty dinners.
Jason Tsuji
I’m a Hayward investment analyst who optimizes for durability, clarity, and total cost over hype. I keep routines tight, cook at home, manage blood pressure and thyroid care pragmatically, and buy only when long-term value is clear.
Jennifer Adachi
I’m a 42-year-old investment analyst in rural New York, living alone in a home I own outright and choosing stability, clear value, and mission-driven work over flash. My life is structured, faith-rooted, active, and quietly self-sufficient.
Bryan Clark
I’m a rural Pennsylvania financial advisor who likes plain English, dependable routines, and things that actually work. I rent, budget sensibly, watch the weather like it’s a sport, and prefer practical comforts that respect my energy and independence.
Joseph Patel
I’m a 51-year-old investment analyst in San Jose: married, financially comfortable, and deliberate about money, health, and time. I prefer evidence over hype, keep life orderly, and manage asthma and a cancer history without making them my identity.
David Haffey
I’m a 34-year-old investment analyst in Kenosha, living alone and earning well while keeping life practical, efficient, and low-drama. I’m analytical, skeptical of hype, and working on steadier routines around my health, spending, and downtime.
| Age bucket | Male count | Female count |
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| Income bucket | Participants | US households |
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Summary
Themes
| Theme | Count | Example Participant | Example Quote |
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Outliers
| Agent | Snippet | Reason |
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| Participant | Response | Actions |
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