Investor Onboarding
A guided start-to-finish process covering goal discussion, accreditation verification, investment documentation, account funding, and the transition into reporting and quarterly distribution tracking.
The CEO Fund helps accredited investors manage investment participation with clear documentation, fund reporting, retirement account coordination, and real estate-backed income strategies. From onboarding and IRA guidance to quarterly distributions and portfolio education, our team brings structure, transparency, and experienced fund oversight to investors seeking passive income alternatives beyond traditional stocks, bonds, or direct property ownership.
Structured investment support for onboarding, retirement accounts, reporting, and real estate-backed portfolio participation.
A guided start-to-finish process covering goal discussion, accreditation verification, investment documentation, account funding, and the transition into reporting and quarterly distribution tracking.
Support for investors using self-directed IRA or 401(k) accounts to access tax-advantaged mortgage fund strategies inside a retirement-focused investment structure.
Professionally managed investment access to Grade A–C mortgage funds backed by multifamily, single-family, commercial, and mobile home real estate assets.
Fractional participation in large-scale acquisition and development opportunities, including Florida construction projects designed for passive exposure to institutional-quality real estate.
Diversified asset-backed lending opportunities to contractors and established operators, with underwriting, servicing, and risk management handled by the fund team.
Educational resources including eBooks, webinars, case studies, and articles that explain note grades, due diligence, mortgage funds, and passive income strategies.
We begin with a conversation about your goals, income expectations, retirement account structure, and accreditation status. This helps determine whether The CEO Fund’s real estate-backed investment approach aligns with your objectives and suitability requirements.
The CEO Fund combines fund experience, real estate collateral, and investor-focused transparency.
A 10+ year track record supporting disciplined fund management and investor confidence.
Carlo Turner brings certified note investing expertise and extensive corporate finance experience.
The fund has purchased 500+ loans across 50+ states for broader portfolio balance.
Investors receive passive exposure without handling tenants, repairs, servicing, or property operations.
Experienced fund leaders guiding real estate-backed investor strategies.
Fund Manager / Certified Note Investing Specialist
Carlo Turner serves as Sr. Fund Manager and Certified Note Investing Specialist at The CEO Fund, a role he has held since the fund's inception. with over 25+ years of experience in corporate finance, Carlo directly oversees the acquisition, financing, development, and delivery of the fund's assets. Prior to joining The CEO Fund, he worked as a Financier and Investment Banker specializing in Commodities, Stocks, and Bonds, consulting CFOs and hedge fund managers in securities transactions exceeding $100 million. His deep expertise in real estate-backed investments and mortgage fund acquisition has been instrumental in guiding the fund's growth strategy, helping accredited investors across the United States build consistent passive income streams backed by tangible real estate collateral.
Vice President & Executive Fund Manager
Patrick Franz serves as Vice President and Executive Fund Manager at The CEO Fund, part of the Everley Mae Capital Group. With 25 years of experience in capital raising and investor relations, Patrick guides the development of new financial alliances and manages strategic partnerships across both fundraising and asset acquisition. Over the past five years, he has specialized in the acquisition, asset management, and disposition of performing and non-performing first lien mortgage funds. Patrick is also actively involved in apartment housing development and large land development projects throughout Central and East Coast Florida. He previously co-founded ACI Legacy Group, where he served as Chief Operating Officer.
Director, CEO / President & Senior Fund Manager
Desi Arnez serves as President, Senior Fund Manager, and Director/CEO of The CEO Fund, part of Everley Mae Fund LLC. With decades of experience in real estate investing, Desi leads a nationwide network that provides accredited investors with exclusive access to high-performing real estate alternatives. He specializes in cash-flow mortgage funds, managing substantial investments in both performing and non-performing real estate notes. Desi oversees multi-family development projects in Central Florida, land entitlement transactions statewide, and spearheads the landmark $20 Million SUNRISE Construction Syndication — a transformative project set to deliver 1,000 new homes, a Marina, and a Golf Course to the Florida community.
Investment accounting services help investors organize the administrative side of their participation, including onboarding documentation, account funding records, distribution tracking, and ongoing reporting. At The CEO Fund, this support is tied to professionally managed mortgage fund investing, self-directed IRA or 401(k) coordination, and clear visibility into real estate-backed investment activity.
Speak with our fund team before making your next move.
Specialized credential in mortgage note investing.
Established fund history supporting investor confidence.
Broad acquisition history across diversified markets.
Share your investment goals, retirement account questions, or accreditation status, and our team will explain the next steps clearly.
For immediate assistance, feel free to give us a direct call at (888) 508-1143. You can also send us a quick email at theceofund.fl@gmail.com.
For immediate assistance, feel free to give us a direct call at (888) 508-1143. You can also send us a quick email at theceofund.fl@gmail.com.