Precision-Crafted Wealth Management for Founders & Builders
Understand Your Investments
Understand Your Investments
At Mercer Island Capital Management, we bring an engineer’s mindset to wealth building—every decision is deliberate, every element is placed with intention. With deep experience in both technology and finance, we design strategies with the precision you bring to your own work.
We harness insights into AI, semiconductors, and cloud computing to anticipate market shifts. Whether you’re 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
Tailored Investment Design
Transition Planning
About Carlos
Carlos Luis Obando
Founder, Portfolio Manager & Chief Compliance Officer
With an engineering degree from Duke University and early experience at IBM, Carlos spent 15 years in investment banking—first at Citigroup, then UBS, and finally Morgan Stanley—before founding Mercer Island Capital Management in 2014. He brings a global perspective to investing, having worked across Asia, Europe, and the Americas. As a Washington State-registered fiduciary, Carlos remains singularly focused on helping innovators build financial futures that align with their values and ambitions.
Your Journey With Us
Initial Consultation
We begin with a one-on-one discussion to understand your goals, aspirations, and risk tolerance.
Long Term Partnership
As your life and goals change, we adjust your plan to ensure continued alignment with your vision.
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.
Let’s Cultivate Your Financial Future
Schedule Private Consultation
Mercer Island Capital Management, LLC
7650 SE 27th St, Mercer Island, WA 98040
Phone: (206) 501-4976
Email: Carlos@micapclient.com