PDS Companies specializes in Unique and Hard-To-Value Assets, Real Estate, Oil & Gas, Notes and Mortgages, Closely Held Corporations, Farm & Ranch, Family Offices and Life Insurance Trusts. In business for over 30 years, The foundation of the PDS Companies is our Trust Asset Management System Software.This software has the flexibility to operate within any institution’s organizational and procedural structure, and a versatility that allows institutions of all sizes to utilize it.

PDS addresses the growing complexity of specialty assets operations and management providing both software, outsourcing and consulting services. We deliver an integrated package of experience, technology, and innovation in support of specialty assets held in trusts, estates and other fiduciary relationships. Recognizing that each client’s needs and goals are unique, we assemble a team for each project and client, matching skills and experience with the nature of the project. Our team members are drawn from the staff of PDS Services and Systems and from our strategic alliance partners around the U.S.


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