What We Do

Non-Correlated Allocations,
Supported By Global Institutions

Winterleaf provides financial professionals with access to an allocation designed to complement traditional portfolios. Built on longevity-based strategies, and supported by Bank of New York Mellon, Deloitte, Ocorian, and NAV Consultants, this framework offers steady, non-correlated performance within a fully institutional structure.

At A Glance

100+ A+

Insurance Carriers

$5B+

Policies Underwritten

21+

Years of Team Experience

Winterleaf Review (2025)

Advisors across Latin America continue to seek allocations that deliver balance and independence from traditional market cycles. The 2025 Winterleaf Review highlights how non-correlated strategies are being positioned within client portfolios to enhance stability and long-term planning.

Download 2025 Report

What Makes Us Different

Global Network for Policy Access

Through established provider, broker, and actuarial relationships, we source portfolios that fit within the structures administered by our institutional partners.

Independent Oversight

Valuations by NAV Consultants, audit by Deloitte, custody through Bank of New York Mellon, and trustee services by Ocorian ensure transparency and confidence at every stage.

Focused Experience

With decades of work in longevity-based allocations, Winterleaf plays a specialized role — sourcing opportunities and connecting them to institutional oversight.

Institutional Infrastructure

Every allocation is administered through enterprise-grade systems with custody, audit, and reporting handled by globally recognized firms. This ensures consistency, transparency, and professionalism for advisors and their clients.