Expert Alternative Investment Consulting Services

Explore real estate-backed alternative investment strategies designed for accredited investors seeking passive income, portfolio diversification, and professional fund management. The CEO Fund helps you understand mortgage fund investing, self-directed IRA and 401(k) options, syndications, and asset-backed opportunities with transparent onboarding, ongoing reporting, and direct access to an experienced fund management team.

Alternative investment consultant discussing portfolio strategy

Our Alternative Investment Consulting Services

Explore structured alternative investment support for mortgage funds, retirement accounts, syndications, education, and portfolio strategy.

Investor Onboarding

A clear onboarding path helps accredited investors schedule a fund call, verify eligibility, complete documents, and fund directly or through a self-directed retirement account.

IRA Strategy

Use self-directed IRA or 401(k) accounts to access mortgage fund investing while pursuing tax-advantaged passive income and long-term retirement wealth strategies.

Mortgage Investing

Invest in professionally managed Grade A–C mortgage funds backed by diversified real estate assets, without tenants, toilets, or property management responsibilities.

Real Estate Syndications

Access large-scale development and acquisition projects alongside experienced sponsors, including Florida construction syndications with long-term appreciation potential.

Portfolio Acquisitions

Benefit from institutional relationships and due diligence used to acquire mortgage portfolios in bulk, often creating diversified exposure and stronger risk-adjusted potential.

Investor Education

Learn through free eBooks, webinars, case studies, and articles that explain note grades, due diligence, passive income, and mortgage fund fundamentals.

Real Estate-Backed

Build Passive Income With Confidence

The CEO Fund simplifies alternative investing by combining investor education, structured onboarding, and professionally managed real estate-backed opportunities. From mortgage funds and retirement account strategies to syndications and portfolio acquisitions, our team helps accredited investors evaluate passive income options without the operational burdens of direct ownership, while maintaining transparency through reporting and direct fund manager access.

Fund manager reviewing alternative investment portfolio
The CEO Fund Difference

Why Choose The CEO Fund?

The CEO Fund combines professional management, collateral-backed strategy, and investor-focused communication.

Track Record

A 10+ year track record supports disciplined mortgage fund acquisition and portfolio management.

Certified Expertise

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

Diversification

Investments span 50+ states and multiple real estate asset types for broader exposure.

Transparency

Investors receive education, reporting, and direct access to the fund management team.

Meet The CEO Fund Team

Experienced fund managers guiding real estate-backed investment 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 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.

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 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.

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 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.

Frequently Asked Questions

What is alternative investment?

An alternative investment is an asset or strategy outside traditional stocks, bonds, and cash. Common examples include real estate-backed funds, mortgage notes, private credit, syndications, and asset-backed lending. The CEO Fund focuses on professionally managed, collateral-backed opportunities that help accredited investors pursue passive income, diversification, and exposure to real estate without directly managing properties.

What do alternative investment consulting services include?

Who can invest with The CEO Fund?

How does mortgage fund investing work?

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

What is the investor onboarding process?

How does The CEO Fund manage investment risk?

What reporting do investors receive?

Still Have Investment Questions?

Connect with our team for clear answers before you invest.

Certified & Trusted

Awards and Recognition

Certified Note Investing Specialist credential

Certified Note Specialist

Specialized expertise in mortgage note investing.

10 plus years track record badge

10+ Year Track Record

Established investment performance history and fund management.

500 plus loans acquired recognition badge

500+ Loans Purchased

Extensive nationwide mortgage loan acquisition experience.

Start Your Alternative Investment Conversation

Share your investment goals, accreditation status, and preferred account structure. Our team will follow up to discuss suitable fund options, documentation, 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.