Precision-crafted wealth management for founders and builders
Understand your investments
Understand your investments
At Mercer Island Capital Management, we help you connect your portfolio to your goals, time horizon, and tolerance for risk. Our financial planning and investment approach draws on experience in engineering and finance.
Our research includes AI, semiconductors, and cloud computing. Whether you are navigating an IPO, planning a legacy, or building a diversified portfolio, we act as a fiduciary, committed to putting your best interests first.
Our core services
Custom financial planning
Understand your current assets and future earnings potential.
Service details for custom financial planning
Adaptive portfolios
Develop a dynamic plan that evolves with your portfolio.
Risk management
Consider growth opportunities alongside your tolerance for risk.
Tailored investment design
We use human judgment and analytical tools to inform investment decisions.
Service details for tailored investment design
Tech sector focus
Nuanced analysis of emerging technology sectors including AI, semiconductors, FinTech, and cloud infrastructure.
Strategic hedging
Review concentrated positions and consider hedging strategies.
Transition planning
Plan for liquidity events in the context of your financial goals.
Service details for transition planning
Tax efficiency
Implement structures that balance immediate needs with future goals.
Legacy planning
Create plans designed to thoughtfully transfer wealth across generations.
About Carlos
Carlos Luis Obando
Founder, portfolio manager and chief compliance officer
Carlos holds an engineering degree from Duke University and an MBA in Finance from Harvard Business School. His public registration record includes financial-services experience with Citigroup and UBS before he founded Mercer Island Capital Management in 2014. As owner and investment adviser representative, he focuses on helping clients understand how their portfolios connect to their goals, time horizon, and tolerance for risk.
Your journey with us
Initial consultation
We begin with a one-on-one discussion to understand your goals, aspirations, and risk tolerance.
Customized plan development
Our team crafts a plan tailored to your career path, leveraging research and analytics.
Implementation & ongoing management
We implement strategies with intention, monitor performance regularly, and provide timely updates.
Long term partnership
As your life and goals change, we adjust your plan to ensure continued alignment with your vision.
Let's cultivate your financial future
Start with a private conversation
This 30-minute video call is for founders and builders who want to discuss their goals, current questions, and whether MICap's advisory approach fits their needs.
Please do not submit account numbers, tax documents, or other sensitive financial information through the scheduling page.
Mercer Island Capital Management, LLC
7650 SE 27th St, Mercer Island, WA 98040
Phone: (206) 501-4976
Email: Carlos@micapclient.com
