PDS Companies, Inc. (PDS) located in Arlington Texas and Insurance Trust Monitor, Inc. (ITM) in Cedar Falls Iowa are pleased to announce a strategic marketing and educational alliance. We can assure you this is an alliance you can count on to provide expertise with your Unique and Hard-to-Value trust related assets.
PDS and ITM are industry leaders that have developed software and specialized services designed exclusively for fiduciaries managing unique and hard to value assets. With many of the top 25 financial institutions represented and over 500 combined clients, a collaborative marketing and educational program between PDS and ITM allows our shared client base an opportunity to take advantage of our combined expertise and experience as well as enhance services provided to support the management of life insurance, real estate, oil and gas, timber, and closely held business assets.
The trust and wealth management industry is a dynamic environment. Recognizing the ongoing challenges related to unique and hard to value asset management and the recent release of the OCC handbook governing these assets, PDS and ITM are delighted to offer an all new educational webinar series targeting key changes in compliance and regulatory guidelines along with best practices for routine management issues. In addition, free continuing education credits for CTFA and other designations will be available.
Visit the PDS and ITM websites for information regarding upcoming local and regional trust conferences, new blogs, and free continuing education webinars!
Educational Webinar Series Schedule Announcement Coming Soon!