Disclosure: Privacy Policy

Effective Date:  December 31, 2023

At Green Pastures we do everything we can to provide our clients with peace of mind and maintaining client trust and confidence is a high priority. 

Our privacy policy applies to anyone who has shared information with us through our website, seminars, phone, and in-person conversations. We know that you have entrusted your financial information to us and we are committed to safeguarding your private information. 

We have adopted this policy with recognition that protecting the privacy and security of the personal information we obtain about our clients is an important responsibility. We also know that you expect us to service you in an accurate and efficient manner. To do so, we must collect and maintain certain personal information about you. 

We want you to know what information we collect and how we use and safeguard that information.

Information We Collect

We may collect your personal information in a variety of ways depending on the level and type of services Green Pastures provides for you. In order to offer the broadest range of services, we may collect the following types of information:

  • Website usage: We may track visitors to our website. This data allows us to provide the best service possible by helping to ensure the health of the network and services, developing and deploying new business services, researching, improving and maintaining our existing business services, and providing customized services to our users.


  • Cookies​: When you visit our website we may utilize cookies, which are small files that are placed on your computer. A cookie contains a string of characters to identify your browser and may provide a more customized user experience. Most internet browsers are set by default to accept cookies, but you may experience some issues using some of the features of our site if you have opted not to accept cookies.


  • Log files: When you view a website, your browser sends data about your computer system to the web server. Our servers may capture this information which may include browser type, time of day, IP address, or cookie and language information.


  • Links: Our servers may keep track of the links within our site that you may click on when viewing content. This data is used to better provide content to our users.


  • Web Forms and data you provide to Green Pastures: When you complete one of our online forms, we ask for data about you (name, address, email address, etc.). This data is designed to help us better meet your needs. We may use, combine, or track this data with other services and features of Green Pastures to provide a better user experience and increased functionality. For some services, we may provide the opportunity to opt out of the combining of such data.


  • Email submissions: We may keep records of all email communications sent to Green Pastures. These emails may be processed and used to provide feedback, answer questions, or service some other request.


  • Other data: We collect other non-public personal information concerning you in the following ways: (1) Information provided by you on applications, contracts or other forms furnished to Green Pastures, (2) through other interactions you have with Green Pastures, (3) information provided by you on investments managed elsewhere, and (4) information arising from your investments in mutual fund accounts and/or annuity contracts managed by Green Pastures.

Sharing Information

We do not disclose any non-public personal information about our current or former clients to non-affiliated third parties, except as required by law, to ensure compliance with this and other policies, to prevent and detect possible fraud or misuse of services, and to ensure the protection of imminent harm or danger to Green Pastures or its employees.

For example, we are permitted by law to disclose all of the information we collect, as described above, to the custodian banks of mutual funds and annuities you invest in as needed to process your transactions. Furthermore, we restrict access to your non-public personal information to those persons who require such information to provide products or services to you.

Some services you receive from Green Pastures are provided through our service providers, which include but are not limited to the custodian banks of mutual funds and annuities you invest in. All records containing your non-public personal information are also maintained at the service providers' places of business.

In the event that you hold shares of mutual funds in accounts we manage on your behalf (or units of annuities in contracts we manage on your behalf), through a financial intermediary, such as a broker-dealer, bank or trust company, the privacy policy of your financial intermediary would govern how your non-public personal information would be shared with non-affiliated third parties.

We may share aggregated usage data with our support vendors and third-party suppliers that do not provide a method to individually track a user, or when we have been provided your explicit consent to share the information with a third party.

Keeping Data Safe

We maintain physical, electronic, and procedural safeguards to protect personal information. Third-party companies we use to provide outside support services are not allowed to use information about our clients for their own purposes and are contractually obligated to maintain strict confidentiality. We maintain limits on their access to our internal information, only providing that which is necessary to complete the requested services.

Teaming Up Against Identity Theft

Identify theft is a serious concern to all of us. Green Pastures takes steps to safeguard your information and help protect you from identity theft by: (1) never asking for your passwords or account login information via email request, (2) utilizing client identification and authentication procedures before initiating transactions, (3) creating a secure transmission connection to our website, and (4) ensuring our employees are trained to safeguard personal information about you.

You can also help protect your identity and accounts. Here are a few steps to remember: (1) Green Pastures will never request confidential information in a non-secure or unsolicited email communication, (2) shred any documents that contain personal information or are requesting you to open an account at a company with which you do not intend to do business, (3) regularly check your credit report for unauthorized transactions and activities, and (4) protect all personal identification numbers (PINs) and website passwords. Do not share this data.

Privacy Is Not For Sale

We do not and will not sell your personal information to anyone, for any reason, at any time.

Policy Changes

This policy about obtaining and disclosing information may change from time to time as necessary or required by law. We will not reduce your rights under this agreement. Most changes should be minor in nature and will be reflected on this site with the revision date noted at the start of the policy. We will provide you notice of any material change to this policy before we implement such change.

If you have any questions or concerns regarding this policy please feel free to contact Green Pastures by mail to the following address:


Green Pastures Wealth Management LLC

P.O. Box 110475

​Trumbull, CT 06611

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