1 0
Founded
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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.

1996
Inception of Ortenzio Family Office
2005
Began operations as a PA Private Trust Company to expand trust services
2019
Serving over 80 client relationships
2001
Creation of multi-family Family Office
2011
Reached $1 Billion in AUM

Our Values

Integrity

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

Excellence

Continuously strive to deliver the highest quality client experience 

Trustworthy

Approach our client relationships with honesty and transparency