Research · Investment Management · Financial Planning
We help you see the world clearly, then build your future with you.
A fact tells you what happened. What it connotes tells you what it means for the decision in front of you. Connotia does the second part: research and decision support, with every assumption written down and tested, and carried through to the decisions you make next.
Three areas of work · two firms
One method, applied to three kinds of decision
Each area says who provides it. Strategic Consulting is Connotia, LLC’s own work. Investment Management and Financial Planning are offered through Gwynedd Wealth Partners, LLC.
Perceive all. Know what matters. Then build.
Investment Research & Strategic Consulting
Primary and secondary research, expert conversations and human judgment, turned into a clear answer you can defend.
- Expert networks · Conopine
- Conference and presentation briefs · Connotes
- Competitive intelligence · Conintel
- Investment due diligence · Conalyze
Research only. Not investment advice.
Realized growth. Invest in your tomorrow. Act.
Investment Management
Portfolios you can evaluate against a written plan and a benchmark, built around your capacity, willingness and requirement for risk.
- Diversified allocation built to survive drawdowns
- Scheduled reviews against the plan, not headlines
- $500,000 household minimum
Not offered by Connotia, LLC.
Plan with evidence. Implement with care. Monitor with discipline.
Financial Planning
A plan you can read and argue with: assumptions written down, tested in best, base and worst cases, and checked again at each review.
- For scientists, pharma and biotech professionals, and physicians
- Full method at Planning for Scientists
- Available below the investment minimum
Not offered by Connotia, LLC.
Plain about structure
Who provides what
Two firms, one person you speak to. Here is the arrangement, stated once and plainly.
| Service | Provided by | What it is |
|---|---|---|
| Investment Research & Strategic Consulting | Connotia, LLC | Research and consulting. Not investment advice. |
| Investment Management | Gwynedd Wealth Partners, LLC | An investment advisory service of a Registered Investment Advisor registered in the state of Pennsylvania. |
| Financial Planning | Gwynedd Wealth Partners, LLC | An investment advisory service, delivered under the Planning for Scientists method. |
Vivek Sharma is an investment adviser representative of Gwynedd Wealth Partners, LLC (GWP).
The method
Perceive all. Know what matters. Then act.
The same three steps sit under every engagement, whether the question is a competitor’s pipeline or your own retirement date.
Perceive all
Gather the evidence before forming a view.
- Primary and secondary research
- Conversations with people who know a field from the inside
- Your documents, goals and constraints
Know what matters
Find the few facts that would change the decision.
- Assumptions written down, so you can argue with them
- Tested in a best case, base case and worst case
- Confidence stated, not implied
Then act
A clear, defensible answer, and a way to check it later.
- An answer to the question you actually asked
- Rules agreed before markets move
- Results measured against the plan
Why Connotia
A place where signs are gathered and read as a whole
The name comes from connote, from the Medieval Latin connotare: con- (together) and nota (a mark, a sign), with -ia, the ending for a place or a state.
A trial readout, a Treasury auction, a pause in an expert’s answer: each is a mark. On its own, it says little. Gathered and read against the others, it tells you what to do.
Who is behind it
A scientist’s habits, applied to decisions about money and markets
Vivek Sharma, PhD, CFA, CFP®, CIPM®
Principal, Connotia, LLC · Investment adviser representative, Gwynedd Wealth Partners, LLC
Vivek earned a PhD in Molecular Biophysics and spent more than a decade in drug discovery research. He has worked in investment research, advice and planning since 2013. He is a CFA® charterholder and a CERTIFIED FINANCIAL PLANNER® professional, holds the CIPM® designation, and holds the Series 65 and Pennsylvania life and health insurance licenses.
- PhD, Molecular Biophysics
- CFA® charterholder
- CFP® professional
- CIPM® designation
- Series 65
No disclosures on Form ADV. Check it yourself in about a minute: search CRD 6269307 at adviserinfo.sec.gov.
Insights
The reasoning, shown in public
For a research practice, the writing is the evidence. Foresight, planning and decision tools. Educational, never a recommendation.
Why Connotia
What the name means, how the work runs, and which parts Connotia does itself.
ForesightStructural vulnerabilities in US Treasuries and private credit
Two connected pressure points: the Treasury market under rising federal debt, and the growth of private credit.
Decision Tools · New seriesTen common investor mistakes
One mistake every other Monday, each with a tool to catch it in your own decisions.
Act
We believe the future can be better than the past — and that our efforts can help make it so.
The first conversation is a 15-minute call. No preparation needed; bring the decision in front of you.