Accredited Wealth Management Advisor Services

Explore professionally managed wealth strategies designed for accredited investors seeking passive income, real estate-backed diversification, and alternatives to traditional property ownership. The CEO Fund helps qualified investors access mortgage note funds, retirement-account strategies, syndications, and investor education with a focus on consistent cash flow, collateral-backed opportunities, and long-term generational wealth building.

Accredited investor reviewing wealth management strategy

Our Accredited Wealth Management Advisor Services

Private wealth strategies for accredited investors seeking passive income through real estate-backed mortgage note opportunities.

Investor Onboarding

A clear path for qualified investors, from reviewing fund documents to meeting the management team, funding an investment, and receiving regular cash distribution updates.

401(k) Strategy

A retirement-focused strategy for investors who want to use self-directed IRA or 401(k) funds for passive, tax-advantaged mortgage note income.

Mortgage Investing

Core access to diversified Grade A–C performing mortgage funds backed by real estate assets across multiple property types and U.S. markets.

Real Estate Syndications

Participation in larger real estate development opportunities, including ground-up construction syndications such as Florida’s $20 million SUNRISE Project.

Investor Education

Educational resources including blogs, whitepapers, and events that help prospective investors understand note investing, fund strategy, and passive income models.

Portfolio Acquisitions

Strategic sourcing and acquisition of bulk mortgage note portfolios, helping the fund build diversified assets supported by detailed acquisition experience.

Advisor reviewing investment documents with accredited investor

Our Accredited Investor Process

Review Fund Documents First

Start by sharing basic investor information and reviewing fund materials, disclosures, strategy summaries, and eligibility requirements. This helps ensure the opportunity aligns with accredited investor standards, income goals, risk considerations, and preferred investment structure.

Meet With Fund Management

Select Your Investment Strategy

Invest Through A Structured Process

Receive Updates And Distributions

The CEO Fund Difference

Why Choose The CEO Fund?

The CEO Fund combines specialist knowledge, private-market access, and disciplined real estate-backed investment management.

Proven Record

A 10+ year track record supports disciplined strategy, acquisition experience, and investor confidence.

Certified Expertise

Carlo Turner brings certified note investing expertise and deep corporate finance experience.

Nationwide Diversification

Investments span 50+ states, reducing concentration across property types and geographic markets.

Passive Structure

Investors access real estate-backed income without tenants, repairs, vacancies, or daily management.

Meet The Fund Team

Experienced fund leaders focused on real estate-backed wealth strategies.

Portrait of Carlo Turner, Fund Manager and Certified Note Investing Specialist at The CEO Fund

Carlo Turner

Fund Manager / Certified Note Investing Specialist

Carlo Turner serves as Fund Manager and Certified Note Investing Specialist at The CEO Fund, a role he has held since the fund's inception. With more than 15 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 billion. His deep expertise in real estate-backed investments and mortgage note 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.

Portrait of Patrick Franz, Vice President and Executive Fund Manager at The CEO Fund

Patrick Franz

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 notes. 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.

Portrait of Desi Arnez, Director, CEO, President and Senior Fund Manager at The CEO Fund

Desi Arnez

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 notes, 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.

Frequently Asked Questions

What are accredited wealth management advisor services?

Accredited wealth management advisor services help qualified investors evaluate private investment opportunities, diversify beyond public markets, and align capital with income, tax, and legacy goals. At The CEO Fund, the focus is on real estate-backed mortgage note investing, retirement-account strategies, syndications, and education for accredited investors seeking passive income without direct property management.

Who qualifies to invest with The CEO Fund?

How does mortgage fund investing work?

Can I invest using a self-directed IRA or 401(k)?

What risks should accredited investors consider?

Are monthly cash distributions guaranteed?

What is the investor onboarding process?

How is this different from owning rental property?

Still Have Investment Questions?

Get clear answers before reviewing your investment options.

Certified & Proven

Awards and Recognition

Certified Mortgage Investing Specialist credential

Certified Note Specialist

Recognized expertise in mortgage note investing.

10 plus years track record badge

10+ Year Track Record

Established performance history serving accredited investors.

500 plus loans purchased recognition badge

500+ Loans Purchased

Broad portfolio experience across U.S. markets.

Start Building Passive Investment Income

Share your investment goals and accreditation status, and our team will guide you through available fund documents, strategy options, and next steps.

Contact Us Today

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.