Custom Wealth Management Services for Investors

Build a more resilient alternative investment strategy with Custom Wealth Management Services designed for accredited investors. The CEO Fund helps clients access real estate-backed mortgage note opportunities, retirement account strategies, and private syndications that target passive income without the daily demands of property ownership. Explore a professionally managed approach grounded in due diligence, diversification, and tangible collateral.

Wealth advisor reviewing investment portfolio with client

Our Custom Wealth Management Services

Explore real estate-backed wealth strategies for accredited investors seeking passive income, diversification, and professional fund management.

Mortgage Funds

Access a professionally managed portfolio of Grade A–C performing mortgage funds backed by real estate assets, designed to target recurring cash flow without direct property management.

IRA Strategy

Use self-directed retirement funds to pursue passive, tax-advantaged mortgage note income through a strategy aligned with IRA and 401(k) account structures.

Real Estate Syndications

Participate in larger real estate development opportunities, including ground-up construction syndications such as Florida-based projects involving homes, marinas, and golf course development.

Investor Onboarding

Move from interest to investment with a guided process: review documents, meet the fund management team, complete investment steps, and receive scheduled updates.

Investor Education

Learn how note investing works through educational blogs, whitepapers, and events created to help investors evaluate risks, structures, and opportunities.

Portfolio Acquisitions

Benefit from the fund’s experience sourcing and acquiring bulk mortgage note portfolios, supported by case studies and disciplined acquisition standards.

Real Estate-Backed

Alternative Wealth Strategies Built for Income

The CEO Fund helps accredited investors move beyond conventional wealth strategies with private, real estate-backed opportunities. Through mortgage note funds, IRA and 401(k) strategies, and development syndications, investors can pursue passive income while avoiding tenants, toilets, and tiles. Every opportunity is supported by experienced fund management, portfolio diversification, and a focus on tangible collateral.

Fund manager reviewing mortgage note investment strategy
The CEO Fund Difference

Why Choose The CEO Fund?

The CEO Fund combines real estate collateral, experienced management, and investor-focused strategy.

Track Record

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

Specialized Expertise

Leadership includes certified note investing expertise and decades of finance and real estate experience.

Diversification

The fund spans 50+ states, reducing concentration across property types and geographic markets.

Passive Structure

Investors pursue real estate income without managing tenants, toilets, tiles, or repairs.

Meet The CEO Fund Team

Experienced fund leaders managing 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 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 custom wealth management services?

Custom wealth management services from The CEO Fund focus on alternative real estate-backed investments for accredited investors. Instead of traditional stock-and-bond allocation alone, the strategy may include mortgage fund investing, self-directed IRA or 401(k) planning, real estate syndications, and investor education. The goal is to help qualified investors pursue passive income, diversification, and tangible collateral exposure.

How does mortgage note investing work?

Who is eligible to invest with The CEO Fund?

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

Are mortgage note investments guaranteed?

What is the onboarding process for investors?

What types of assets are included in the strategy?

What should I review before investing?

Still Have Investment Questions?

Speak with our team about suitability, strategy, and next steps.

Certified & Trusted

Awards and Recognition

Certified Mortgage Investing Specialist recognition

Certified Note Specialist

Specialized expertise in mortgage note investing.

10 plus years track record recognition

10+ Year Track Record

A decade of alternative investment fund experience.

Nationwide portfolio experience recognition

Nationwide Portfolio Reach

Portfolio acquisition experience across national markets.

Start Building Passive Real Estate Income

Tell us about your investment goals, retirement account structure, and timeline. Our team will help you understand available fund opportunities 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.