1 0
0 %
10 yr client retention ratio
0 :1
Client to staff ratio

Our History

Select Asset Management & Trust is one of the largest family owned non-depository trust companies in Pennsylvania. Originally founded by Rocco Ortenzio as a single family office in 1996, the firm has been operating as a Pennsylvania Private Trust Company since 2005. Our primary focus is providing comprehensive boutique wealth management services to senior executives of public and private companies, non-profit institutions, and private foundations.

Our Heritage

We were founded by an entrepreneurial family to meet the unique financial complexities that arise from building successful businesses. We have over twenty years of experience and now serve over 80 families and institutions in this niche market.

Inception of Ortenzio Family Office
Began operations as a PA Private Trust Company to expand trust services
Serving over 100 client relationships
Creation of multi-family Family Office
Reached $1 Billion in AUM

Our Values


Developed a solid reputation by applying strong moral and ethical principles in our daily actions


Continuously strive to deliver the highest quality client experience 


Approach our client relationships with honesty and transparency