Efficient Wealth Management — Intelligent Investing Solutions

Efficient Wealth Management — Intelligent Investing Solutions from The CEO Fund helps accredited investors access real estate-backed mortgage note opportunities without the day-to-day burdens of property ownership. Through professionally managed funds, retirement account strategies, and disciplined asset selection, investors can pursue passive income, diversification, and long-term wealth building supported by tangible collateral and experienced fund leadership.

Investor reviewing mortgage note investment portfolio

Our Intelligent Investing Services

Explore disciplined mortgage note, retirement, syndication, and education solutions for accredited investors seeking real estate-backed income.

Investor Onboarding

A structured path for qualified investors to sign up, review fund documents, meet with fund management, invest, and receive scheduled cash distributions based on fund terms.

IRA Strategy

A dedicated approach for self-directed IRA and 401(k) investors seeking passive, tax-advantaged exposure to mortgage note income within retirement account structures.

Mortgage Fund

Core accredited investor access to carefully selected Grade A–C performing mortgage funds backed by diversified real estate collateral and designed for cash flow.

Real Estate Syndications

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

Investor Education

Free blogs, whitepapers, and events that help prospective investors understand note investing, fund strategy, passive income mechanics, and real estate-backed alternatives.

Portfolio Acquisitions

Sourcing and acquiring bulk mortgage note portfolios on behalf of the fund, supported by published case studies and disciplined asset selection.

Asset-Backed Strategy

Build Wealth Without Property Management

The CEO Fund provides a professionally managed path into mortgage note investing for accredited investors who want real estate exposure without tenants, repairs, or property operations. By focusing on asset-backed mortgage funds, retirement account strategies, and diversified acquisitions, the team helps investors pursue passive income and portfolio balance through opportunities typically outside traditional fixed-income markets.

Investor reviewing real estate-backed investment strategy
The CEO Fund Difference

Why Choose The CEO Fund?

The CEO Fund combines specialized mortgage note expertise with disciplined asset-backed investment management.

Certified Expertise

Led by a Certified Note Investing Specialist with extensive corporate finance and real estate-backed investing experience.

Proven Track Record

More than 10 years of fund activity and 500+ loans purchased across national markets.

Diversified Assets

Portfolio exposure spans multifamily, single-family, mobile home parks, commercial assets, and tax liens.

Passive Structure

Investors can pursue income without managing tenants, toilets, tiles, repairs, or direct property operations.

Meet The CEO Fund Team

Experienced leadership in mortgage notes and real estate investing.

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 is mortgage note investing?

Mortgage note investing allows investors to participate in income generated from real estate-backed debt rather than owning and managing property directly. The CEO Fund focuses on Grade A–C performing mortgage notes and diversified real estate assets, giving accredited investors exposure to monthly mortgage payment streams supported by tangible collateral, professional management, and portfolio-level due diligence.

Who can invest with The CEO Fund?

How does the investor onboarding process work?

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

What types of assets back the fund?

How often are investor distributions paid?

How does The CEO Fund manage investment risk?

What educational resources are available before investing?

Still Have Investment Questions?

Connect with fund leadership for clear answers before you invest.

Certified & Trusted

Awards and Recognition

Certified Note Investing Specialist credential

Certified Note Specialist

Specialized credential for mortgage note strategy.

10+ year track record badge

10+ Year Track Record

Longstanding history in real estate-backed investing.

500+ loans purchased badge

500+ Loans Purchased

Proven acquisition experience across national markets.

Ready to Explore Intelligent Investing?

Share your investment goals, eligibility questions, or retirement account strategy needs, and The CEO Fund team will help you understand the next step.

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.