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.
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.
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