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Insight.
Guidance.
Results.

At InterOcean Capital, we guide
and support families to live their best lives.

We provide financial expertise to:
Individuals and Institutions

Michael J. Carlin

Our process starts with uncovering the fundamental elements of our client’s present situation.  We believe managing the details of a client’s financial life, inclusive of the business transition, real estate, insurance, and estate planning, allows us to wrap our arms around everything a client may encounter in their financial life.  Integrating financial planning with creative asset management strategies produces an efficient program designed to meet or exceed long-term investment objectives.

Mark E. Carr

I have always found it exciting that the market is a lot like life; it’s always moving and keeps us on our toes. I enjoy using our disciplined investment strategies designed to navigate those ups and downs and openly communicate with clients. My goal is to help them achieve clarity with their financial well-being so that they can focus on enjoying life to the fullest.

Take a look at your team.

Leadership & Partners
Rege S. Eisaman, CFA, MBA

Chief Executive Officer Chief Investment Officer

Jeffrey S. Camp, CFA, MBA

Chief Financial Officer & Senior Portfolio Manager

Mark E. Carr

President

Forrest P. Sumlar, JD

Chief Compliance Officer

David J. Janczewski CFA, CFP®

Senior Vice President, Financial Planning and Reporting

Erik N. Larson, CFA, CPA

Portfolio Manager

Jason L. Buck, CFP®

Senior Vice President

Bhavna Khurana, CFA

Portfolio Manager

Nick D. Rounds, CFA

Portfolio Manager

Drake A. Qualls, CFP®

CFP®, Vice President

Shaunna M. Zoeckler, CDFA©®

CDFA©®, Senior Vice President, Principal

Let’s look at our beliefs.

Our core values are the bedrock of our organization and have helped shape or company culture, creating a united workspace where innovation and consistency come together for the benefit of our clients.

Diligence

Invest, advise and understand.

People

Exceeds expectations and anticipates needs.

Empathy

Treat people as they want to be treated.

Endurance

Provide investment service.

Joy

Create an enjoyable experience for clients and employees.
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Take a look at
the client relationship
process.

Introductory Call

After we are initially introduced, we will schedule a short introductory call to get to know you and to introduce you to our team and our process.

Client Profile Questionnaire

If we mutually believe this is a good fit, we will ask you to complete an online client profile questionnaire that will allow us to get an accurate understanding of your financial picture and your future goals.

Internal Financial Analysis

Once we have all the necessary information, our team will meet internally to review various planning strategies available to you that will help you achieve your goals.

Financial Plan Presentation

At our next meeting, we will present the various opportunities that exist for you to achieve your goals. We will show you the cash flow impact to your plan of your decisions.

Implementation of Selected Strategy

Once you and your family have decided which strategy you believe is the best for your goals, we will meet together to begin the necessary work to implement that strategy.

Take a look at
the client relationship
process.

1

Introductory Call

After we are initially introduced, we will schedule a short introductory call to get to know you and to introduce you to our team and our process.

2

Client Profile Questionnaire

If we mutually believe this is a good fit, we will ask you to complete an online client profile questionnaire that will allow us to get an accurate understanding of your financial picture and your future goals.

3

Internal Financial Analysis

Once we have all the necessary information, our team will meet internally to review various planning strategies available to you that will help you achieve your goals.

4

Financial Plan Presentation

At our next meeting, we will present the various opportunities that exist for you to achieve your goals. We will show you the cash flow impact to your plan of your decisions.

5

Implementation of Selected Strategy

Once you and your family have decided which strategy you believe is the best for your goals, we will meet together to begin the necessary work to implement that strategy.

Understanding Market and Economic Complexities

See our educational information on our resources page.

2022 Second Quarter
Capital Market Outloook

Henry+Horne Wealth Management President Michael Carlin discusses the current capital market environment. So far this year both stocks and bonds are struggling as the Federal Reserve starts to pull accommodations away. He goes over the data and historical trends to create a thoughtful understanding of where we may be headed.

Read More >

Fourth Quarter Market Commentary – Candyland

The last quarter of 2021 yielded mostly positive returns for equities and flat returns for fixed income securities. The S&P 500 gained 11.0% while the Bloomberg U.S. Aggregate Bond Index was flat. Markets were helped by delightful amounts of fiscal spending that contributed to an almost $1.2 trillion expansion in the U.S. public debt in the fourth quarter alone.

Read More >

Reviewing Your Finances Yearly

As we approach the holiday season, this is the ideal time to reflect on your 2017 financial year as well as creating a focus for your financial future starting in 2018. We want to start the dialogue about how you performed this year so we can gain a greater understanding of what needs to happen for your financial life in the year ahead.

Read More >

Ready to start reaching
your financial goals?

Call Now >

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