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Poterack Capital Advisory Inc Careers in Charlotte, NC

Poterack Capital Advisory, Inc.
  • Founded

    2001

  • No. of Employees

    1-10 employees

  • Industry

    Finance / Insurance

  • Type

    Privately Held

About Poterack Capital Advisory, Inc.

Our Vision: We will change the way clients and advisors measure success in the financial industry. It’s about relationships, not transactions. Our Mission Statement: We provide counsel so that our clients have the peace of mind knowing their strategies are consistent with their values and objectives. Our Core Values - We believe little things matter a lot. - We believe in personal responsibility. - We believe nice companies finish first. - We believe in solution-oriented communication. - We believe in speaking forthrightly and with candor. - We believe listening to our client is better than convincing our client. - We believe in a fun, productive office that encourages career development. - We believe everything we do has an effect on how our company is viewed. - We believe in providing the best client experience in the world. - We believe in mutually-profitable partnerships with clients. - We believe embracing change leads to future success. - We believe in improving our client’s

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