Precision-Crafted Wealth Management for Founders & Builders

Understand Your Investments

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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

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Custom Financial Planning

  • Asset Evaluation: Understand your current assets and future earnings potential

  • Adaptive Portfolios: Develop a dynamic plan that evolves with your portfolio

  • Risk Management: Align growth opportunities with intelligent risk management

Tailored Investment Design
  • Data-Driven Insights: We harmonize human insight with advanced analytical tools for optimal performance
  • Tech Sector Focus: Nuanced analysis of emerging technology sectors including AI, semiconductors, FinTech, and cloud infrastructure
  • Strategic Hedging: Carefully calibrated exposure that hedges concentrated positions while capturing growth
Transition Planning
  • Liquidity Solutions: Navigate liquidity events with tailored, confident solutions
  • Tax Efficiency: Implement structures that balance immediate needs with future goals
  • Legacy Planning: Create plans that amplify your wealth across generations

About Carlos

Carlos Luis Obando

Founder & Chief Investment 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.

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Customized Plan Development

Our team crafts a plan tailored to your career path, leveraging proprietary research and advanced 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

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Mercer Island Capital Management, LLC
7650 SE 27th St, Mercer Island, WA 98040

Phone: (206) 501-4976

Email: Carlos@micapclient.com