Executive Wealth Management & Financial Strategies

Build long-term wealth with professionally managed, real estate-backed financial strategies designed for accredited investors. The CEO Fund helps high-net-worth individuals pursue passive income through mortgage fund investing, retirement account strategies, syndications, and diversified lending opportunities—without the daily burdens of direct property ownership or traditional market volatility.

Executive wealth management consultation

Our Executive Wealth Management & Financial Strategies Services

Explore real estate-backed investment strategies designed for passive income, diversification, and long-term wealth building.

Mortgage Funds

Invest in professionally managed mortgage funds backed by multifamily, single-family, commercial, and mobile home real estate, creating passive income without tenants, repairs, or property management obligations.

IRA Strategy

Use self-directed IRA or 401(k) accounts to pursue tax-advantaged real estate-backed income while our team helps guide the setup and investment documentation process.

Real Estate Syndications

Access large-scale real estate development and acquisition opportunities alongside experienced sponsors, including projects designed for long-term appreciation and passive participation.

Portfolio Acquisitions

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

Business Lending

Diversify into asset-backed loans to contractors and established operators, adding another collateral-supported income stream managed through professional underwriting and servicing.

Investor Education

Learn through eBooks, webinars, case studies, and articles that explain mortgage note grades, due diligence, passive income strategies, and how investor capital works.

Real Estate-Backed Strategy

Build Wealth Without Property Management

The CEO Fund helps accredited investors move beyond conventional portfolios with professionally managed, real estate-backed strategies. From mortgage notes and retirement account investing to syndications and asset-backed lending, our approach is built around passive income, tangible collateral, and disciplined due diligence—helping investors pursue generational wealth without the operational stress of owning property directly.

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

Why Choose The CEO Fund?

The CEO Fund combines professional management, disciplined underwriting, and real estate-backed income strategies.

Expert Leadership

Led by experienced fund managers with deep mortgage note and corporate finance expertise.

Asset-Backed

Strategies are backed by real estate collateral across diverse property types and markets.

Diversification

500+ loans purchased across 50+ states support broad borrower and geographic diversification.

Hands-Off Income

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

Meet The CEO Fund Team

Experienced fund leadership focused on disciplined investor outcomes.

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 executive wealth management strategies does The CEO Fund offer?

The CEO Fund focuses on real estate-backed investment strategies for accredited investors, including mortgage fund investing, self-directed IRA and 401(k) strategies, real estate syndications, and diversified lending opportunities. The goal is to create passive income through professionally managed assets secured by tangible collateral, without requiring investors to manage tenants, repairs, or property operations.

How does mortgage fund investing generate passive income?

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

Who is eligible to invest with The CEO Fund?

How does The CEO Fund manage investment risk?

What is the investor onboarding process?

How often are investors paid distributions?

What types of assets back the investment portfolio?

Have More Investment Questions?

Connect with our fund managers for clear guidance before investing.

Certified & Trusted

Awards and Recognition

Certified Note Investing Specialist badge

Certified Note Specialist

Specialized expertise in mortgage note investing.

10 year track record badge

10+ Year Track Record

Proven history managing real estate-backed investments.

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500+ Loans Purchased

Extensive experience acquiring diversified mortgage assets.

Start Building Real Estate-Backed Wealth

Share your investment goals, accreditation status, and preferred strategy. Our team will help you understand available 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.