Trusted Family Eldercare Money Management Services

Family Eldercare Money Management Services from The CEO Fund help families and accredited investors evaluate real estate-backed income strategies with clarity, structure, and professional oversight. From self-directed IRA guidance to mortgage fund investing and investor education, our team supports long-term wealth planning with transparent documentation, diversified collateral-backed opportunities, and ongoing reporting designed to simplify confident financial decision-making.

Family reviewing financial planning documents

Our Money Management Services

Explore structured investment, retirement, education, and portfolio management services designed for accredited investors.

Investor Onboarding

A transparent first step where investors discuss goals, verify accreditation, complete documentation, and choose direct funding or self-directed retirement account funding.

IRA Strategy

Guidance for investors using self-directed IRA or 401(k) accounts to pursue tax-advantaged, real estate-backed passive income strategies.

Mortgage Investing

Access professionally managed mortgage funds backed by multifamily, single-family, commercial, and mobile home real estate assets across diversified markets.

Portfolio Acquisitions

The fund acquires mortgage portfolios in bulk using due diligence, institutional relationships, and performance criteria to support risk-adjusted returns.

Real Estate Syndications

Participate in larger real estate development and acquisition projects, including Florida construction syndications with long-term appreciation potential.

Investor Education

Educational resources, webinars, eBooks, articles, and case studies help investors understand note grades, due diligence, and passive income strategies.

Financial advisor reviewing investment documents with family

Our 4-Step Investment Process

Discuss Goals and Eligibility

Start with a conversation about your family wealth goals, income needs, retirement account options, and accreditation status. The team explains available investment structures and helps determine whether The CEO Fund’s real estate-backed approach aligns with your planning objectives.

Complete Documentation and Verification

Fund Your Investment Account

Receive Reporting and Distributions

The CEO Fund Difference

Why Choose The CEO Fund?

The CEO Fund combines professional management, collateral-backed investing, and investor education.

Certified Expertise

Led by a Certified Note Investing Specialist with deep mortgage fund expertise.

Diversified Reach

500+ loans purchased across 50+ states creates broad collateral and borrower diversification.

Hands-Off Income

Investors receive passive income potential without tenants, repairs, leasing, or property management burdens.

Transparent Process

Documentation, education, reporting, and team access help investors make informed financial decisions.

Meet The Fund Team

Experienced fund leadership with deep real estate finance expertise.

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 do Family Eldercare Money Management Services include?

The CEO Fund focuses on professionally managed, real estate-backed investment opportunities for accredited investors seeking passive income and portfolio diversification. Services include mortgage fund investing, IRA and 401(k) strategy support, investor onboarding, education, and reporting. It is not positioned as a daily bill-pay, guardianship, or household budgeting service for seniors.

Who is eligible to invest through The CEO Fund?

How does mortgage fund investing generate income?

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

What is the investor onboarding process like?

How does The CEO Fund manage investment risk?

What reporting will investors receive?

How is this different from buying rental property?

Still Have Money Management Questions?

Get clear answers before choosing your next investment step.

Certified & Experienced

Awards and Recognition

Certified Note Investing Specialist badge

Certified Note Specialist

Specialized expertise in mortgage note investing.

10 years track record badge

10+ Year Track Record

Established history managing real estate-backed investments.

500 loans purchased recognition badge

500+ Loans Purchased

Proven acquisition experience across diversified markets.

Start a Clearer Money Management Conversation

Tell us about your investment goals, retirement account structure, and questions. Our team will help you understand eligibility, next steps, documentation, and available money management options.

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.