Treasurer's Strategic Initiatives‚Äč

Our vision is to create and maintain a fiscally sound and prosperous North Carolina.

Our mission is to exercise fiduciary oversight and provide outstanding customer service that provides value to, and instills confidence by, the state's citizens, customers, and financial community.

Strategic Goals
The North Carolina Department of State Treasurer has identified the following strategic goals:

  • Provide Public Leadership in Finance, Fiscal and Health Policy
  • Enhance Accountability of Department Services
  • Innovate and Modernize Operations
  • Maximize Our Talent

2017-2019 Strategic Plan

Download the 2017-2019 Department of State Treasurer and IT Strategic Plan

Core Values
Each of the following core values of the North Carolina Department of State Treasurer is implemented consistently at all levels, across all departments and initiatives.

  • Customer Orientation - Focus on our customers, the citizens of the state of North Carolina
  • Diversity - Recognize and value the benefits of diverse ideas, perspectives, and people
  • Integrity - Establish and maintain the highest level of integrity and ethics
  • Long-term View - Maintain a big picture perspective and strategic approach
  • Performance-Driven - Operate with performance excellence to achieve optimum results
  • Transparency - Structure and conduct all aspects of our work with an open and transparent policy, promoting both trust and accountability