Business Details
23 Years
experience
Independent Investment Advisory Services in Trumbull, CT
Green Pastures Wealth Management is an independent investment advisory firm established in 2003, dedicated to prioritizing client needs above all else. Our mission centers on helping clients achieve long-term investment and retirement income goals while maintaining a risk level they are comfortable with. We emphasize wealth preservation and risk management over aggressive growth, ensuring clients feel confident in their financial strategies. As fiduciaries, we operate with complete transparency, offering online account access, quarterly performance reports, and personalized meetings to keep clients informed. Our fee-only structure aligns our success with client outcomes, charging a reasonable 0.50% based on assets under management. We specialize in creating tailored solutions, including All Weather Models, Buffered ETFs, and annuities, to balance risk and growth potential.Our team brings decades of experience, with founder Leeland F. Gray, Jr. having over 30 years in investment management and a proven track record in client-focused advisory services. We serve clients nationally, adhering to strict ethical standards and regulatory compliance as a Connecticut Registered Investment Advisor. Our approach bridges the emotional gap between financial goals and market realities, ensuring clients stay committed to their plans through market fluctuations. By focusing on peace of mind, we aim to simplify investing so clients can enjoy life with greater financial security.
Services
Investment Advisory
Retirement Income Planning
Portfolio Stress-Test
Annuities
Fixed Income Solutions
Details
- Year established: 2003
Highlights and features
- We operate as an independent fiduciary, prioritizing client needs above all else.
- Our fee-only structure ensures alignment with client financial success.
- We offer tailored retirement income solutions with principal protection guarantees.
- Founder has 30+ years of investment management experience and industry recognition.
- Transparent reporting with quarterly performance updates and online account access.
What people say
Peace of mind
Transparent reporting
Tailored strategies
Fiduciary responsibility
Experienced team
Services
Investment Advisory
We provide personalized investment advisory services focused on wealth preservation and risk management. Our strategies include All Weather Models and Buffered ETFs designed to balance growth potential with downside protection. Clients benefit from transparent reporting and a fee-only structure aligned with their financial success.
Retirement Income Planning
Our retirement income planning services address longevity risk through annuities and tax-efficient guaranteed income solutions. We tailor strategies to ensure clients do not outlive their savings, offering products like Multi-Year Guarantees and Deferred Income Annuities from top-rated insurers.
Portfolio Stress-Test
We offer free portfolio stress-tests to evaluate how investments withstand market volatility. This analysis examines historical drawdowns and recovery periods, helping clients understand their risk tolerance and adjust portfolios to stay committed during downturns.
Annuities
We provide annuity solutions including Fixed Index and Immediate Income Annuities from A.M. Best-rated insurers. These products offer principal protection, tax deferral, and guaranteed lifetime income streams tailored to retirement goals.
Fixed Income Solutions
Our fixed income solutions focus on principal protection and steady returns through laddered bond portfolios and low-risk instruments. These strategies cater to clients seeking stable income while minimizing exposure to market fluctuations.
People
Leeland F. Gray, Jr.
Founder & Investment Adviser
Leeland founded Green Pastures in 2003 with 30+ years of investment experience. He previously worked at A.G. Edwards and coached state championship lacrosse teams. He specializes in client-focused advisory services and risk management.
Questions
What services does Green Pastures offer?
We provide investment advisory services, retirement income planning, annuities, portfolio stress-tests, and fixed income solutions tailored to client goals.
Are you fiduciaries?
Yes, we act as fiduciaries, legally obligated to prioritize client needs and avoid conflicts of interest in all recommendations.
How are your fees structured?
We charge a flat 0.50% fee based on assets under management, with no commissions or hidden costs for most services.
Do you work with out-of-state clients?
Yes, we serve clients nationwide, adhering to state registration requirements and de minimis exemptions.
What investment strategies do you use?
We employ All Weather Models, Buffered ETFs, annuities, and fixed income ladders to balance risk management and growth potential.
How do you assess risk tolerance?
We conduct portfolio stress-tests and drawdown analyses to evaluate historical losses and ensure strategies align with client risk capacity and emotional resilience.
