Select Asset Management & Trust
Select Asset Management & Trust is a boutique asset management firm headquartered in Philadelphia, PA. Founded as an independent, privately owned family business, the firm offers a comprehensive suite of financial services including investment management, trust and estate planning, and private banking. The company serves high-net-worth individuals and families through highly personalized, relationship-based services, with a focus on preserving capital and achieving client-specific goals. The firm employs approximately 5 professionals as of 2025.
Investment Strategy
Select Asset Management & Trust takes an individualized approach to portfolio construction, focusing on capital preservation and achieving client goals. Their investment process is goal-based, with custom portfolios designed to protect wealth and efficiently transfer assets through generations. The firm leverages integrity and independent advice to maintain relationships built on trust, utilizing a core philosophy of risk mitigation, tax efficiency, and long-term financial security for high-net-worth families.
Top Holdings
Equity Positions (74)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | S&P 500 Spiders | 30.30% | $88.5M | 143,172 | $474.25 | $617.85 | +$22.7M |
D DIA | Dow Diamonds - SPDR Dow Jones | 8.71% | $25.4M | 57,717 | $346.46 | $440.65 | -$1.0K |
V VIG | Vanguard Dividend Appreciation | 8.52% | $24.9M | 121,513 | $170.27 | $204.67 | +$1.1M |
V VYM | Vanguard High Div Yield | 6.20% | $18.1M | 135,731 | $120.77 | $133.31 | -$8.0K |
E EFA | MSCI EAFE Index | 5.33% | $15.6M | 173,959 | $77.03 | $89.39 | +$1.9M |