Our Mission is to help you achieve your long-term investment and retirement income goals at a risk level you are comfortable with – what we call Peace Of Mind Investing.
We prioritize wealth preservation and risk management over maximizing gains.
Company Overview
We have learned that investment management is not simply about managing your money. It is about helping you the same way we would want to be helped.
We take the time to understand your financial goals and your risk attitude. Then, we help you implement investment and retirement income solutions, tailored to fit your risk attitude and achieve your goals, so you feel comfortable with a strategy and stick with a plan.
Best Interest
Green Pastures has a fiduciary responsibility to put your needs first, and we have structured our business in a way to do just that.
As an independent investment advisory firm, we are answerable only to you and to our commitment to your success.
Leeland F. Gray, Jr. and Tammie
Peace Of Mind
Peace Of Mind is an important aspect of life for which you work hard to enjoy and we don't take it for granted. We are committed to helping you grow and protect your money so you can worry less and enjoy more.
We help bridge the emotional gap between greed (your desire to make money) and fear (your aversion to taking on risk and potentially losing money). We will work with you to create a plan you can stick with through bull and bear markets to achieve your investment and retirement income goals.
We will work on your behalf to make sure the plan gets implemented, keep you on the right track at a risk level you are comfortable with, and adjust your portfolio as your circumstances, financial goals and plans for the future evolve.
We do not use high pressure sales tactics – and we do not promise miracles.
Transparency
We make it easy to follow the performance of your investment and retirement income solutions plan with complete transparency, including:
(1) online account access and statements,
(2) consolidated quarterly performance updates with easy to read goals-based reports,
(3) periodic meetings, and
(4) year end reports.
A Fair And Reasonable Fee Structure
Green Pastures is a fee-only investment advisory firm, which means we do not work on commission.
All too often we see investors pay unreasonably high investment advisor fees without getting the service and value added they are supposedly paying for.
Our advisor fee is a reasonable 0.50% based on a percentage of your investment assets under management. *
Our incentive is aligned with your best interest in mind. If your investment portfolio rises, our income rises - if your investment portfolio falls, our income falls.
*In some instances, certain types of annuities may be recommended as part of a retirement income and/or overall asset allocation solution which may include a commission. In such instances, commissions are paid by the insurance company and Green Pastures does not charge the client an advisor fee on such assets.
Leeland F. Gray, Jr. founded Green Pastures in 2003. With over 30 years of investment management experience, he previously worked with A.G. Edwards and Sons in Fairfield, Connecticut. Leeland attended the University Of Texas at Austin.
He and his family also owned and operated a horse farm in Easton, Connecticut, from 2004 - 2021.
Leeland likes spending time with his three adult "kids", Jannike, Jarrett and Jettke and his grandson Oakley. Outside of investment and retirement income planning business activities, he gives back to the local communities by coaching and also enjoys boating and fishing (not very good at it... but a heckuva lot of fun!), hiking and playing pickle ball.
As Varsity Head Coach of the St Joseph High School (Trumbull, CT) Girls Lacrosse program since 2016, Leeland has led led the program to three State Semifinals and two State Championship appearances. He was named US Girls Lacrosse Coach Of The Year for Connecticut high schools in 2019 and Connecticut Class M Girls Lacrosse Coach Of The Year in 2022. Leeland also coached CT National Under Armour teams in 2021 and 2022 and he currently coaches at Gold Coast Lacrosse in New Canaan during the off season.
Prior to girls lacrosse, Leeland coached youth football from 2005-2010 for the American Youth Football ("AYF") Aspetuck Wildcats (Easton-Redding-Weston, CT). He was the Offense coach for the 7th Grade Aspetuck Wildcats Football Team that won the 2008 AYF National Championship in Florida.
Affiliates
Green Pastures has established relationships with several highly respected companies that enable us to offer you the investment and retirement income solutions we provide.
Following are some of the key organizations that Green Pastures works with:
Vanguard Brokerage Services and Fidelity Investments
Vanguard and Fidelity act as custodians for the Green Pastures All Weather Models and Buffered ETFs. Their low fee structures help Green Pastures manage your account in an efficient and cost effective manner.
Client accounts are held directly at Vanguard or Fidelity and you have direct access to your accounts with complete online transparency.
Lincoln Financial Group
Lincoln acts as the custodian for Buffered Annuities that Green Pastures offers clients.
Client annuity contracts are held directly at Lincoln and you have direct access to your contracts with complete online transparency.
Crump Life Insurance Services
Crump is an independent wholesale distributor of life insurance company products.
Through our relationship with Crump, Green Pastures is able to offer you tax-deferred principal protected income solutions, tax-efficient guaranteed lifetime income solutions and legacy planning solutions from among dozens of the most highly-rated insurance companies in the industry, rated "A-" to “A++” by A.M. Best including, but not limited to, the following companies:
Allianz American Equity American National Athene Corebridge
Delaware Life Global Atlantic Guardian Integrity Lincoln Financial Group
Mass Mutual MassMutual Ascend Met Life National Life Nationwide
New York Life North American Protective Life Penn Mutual Prudential
Reliance Standard Securian/Minnesota Life Symetra The Standard
United Of Omaha
Client annuity contracts are held directly at the insurance companies and you have direct access to your contracts with complete online transparency.
Green Pastures Wealth Management LLC
P.O. Box 110475 | Trumbull, CT 06611 | lee@greenpastureswm.com | 203.449.9889
Copyright © 2019 Green Pastures Wealth Management LLC. All Rights Reserved.
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