Investor Onboarding
A clear onboarding path for accredited investors, including goal review, accreditation verification, investment documentation, account funding options, and access to ongoing reporting after investment.
Build a stronger financial strategy with Capital Structure Advisory Services designed for accredited investors seeking real estate-backed income, tax-advantaged allocation options, and professionally managed alternatives. The CEO Fund helps clarify investment structures, evaluate collateral-backed opportunities, and align capital with long-term wealth goals—without the operational burden of owning and managing property directly.
Structured guidance across mortgage funds, retirement accounts, syndications, and asset-backed investment opportunities.
A clear onboarding path for accredited investors, including goal review, accreditation verification, investment documentation, account funding options, and access to ongoing reporting after investment.
Guidance for investors using self-directed IRA and 401(k) accounts to pursue tax-advantaged, real estate-backed income through professionally managed mortgage fund strategies.
Access to managed Grade A–C mortgage fund portfolios backed by multifamily, single-family, commercial, and mobile home real estate for passive income generation.
Diversified exposure to asset-backed loans for contractors and established operators, supported by underwriting, servicing, collateral review, and end-to-end risk management.
Participation in large-scale development and acquisition projects alongside experienced sponsors, including Florida construction and land development opportunities with long-term appreciation potential.
Strategic acquisition of mortgage portfolios in bulk, supported by institutional relationships, disciplined due diligence, diversified borrower exposure, and risk-adjusted return objectives.
We begin by discussing your investment objectives, income needs, time horizon, account type, and accreditation status. This helps clarify whether mortgage funds, syndications, retirement account strategies, or diversified lending opportunities may fit your broader capital plan.
The CEO Fund combines fund management experience with collateral-backed investment discipline.
A 10+ year track record supports disciplined strategy, acquisitions, and investor-focused fund management.
Carlo Turner brings certified note investing expertise and decades of corporate finance experience.
Strategies span mortgage funds, syndications, business lending, and assets across 50+ states.
Investors pursue cash flow without tenants, toilets, tiles, or property management responsibilities.
Experienced fund leaders guiding real estate-backed capital 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.
Capital structure advisory helps investors evaluate how their capital should be allocated across investment vehicles, account types, risk profiles, and income objectives. At The CEO Fund, this guidance centers on real estate-backed alternatives, mortgage fund investing, syndications, and tax-advantaged retirement account strategies for accredited investors seeking passive income.
Connect with experienced fund managers for clear next-step guidance.
Specialized leadership in mortgage note investing.
A decade-plus record managing investment strategies.
Extensive acquisition history across diversified markets.
Share your investment goals, accreditation status, and preferred account structure. Our team will help you understand suitable next steps.
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.