Strategic Financial Capital & Investment Services

The CEO Fund helps accredited investors access professionally managed, real estate-backed investment opportunities designed for passive income without traditional property management. Explore mortgage fund investing, self-directed IRA and 401(k) strategies, syndications, and asset-backed lending supported by disciplined underwriting, diversified nationwide assets, direct reporting from an experienced fund management team, and a focus on long-term wealth building.

Investor reviewing real estate-backed fund reports

Our Financial Capital & Investment Services

Explore diversified capital strategies built for accredited investors seeking real estate-backed passive income and disciplined portfolio management.

Mortgage Fund Investing

Invest in a managed portfolio of Grade A–C mortgage notes backed by multifamily, single-family, commercial, and mobile home real estate, designed to create passive cash flow without landlord responsibilities.

401(k) & IRA Strategy

Use self-directed IRA or 401(k) structures to pursue tax-advantaged mortgage fund income while The CEO Fund helps coordinate setup guidance and retirement-focused investment documentation.

Real Estate Syndications

Access large-scale development and acquisition projects, including Florida construction opportunities, through fractional participation alongside experienced sponsors pursuing income potential and long-term appreciation within passive structures.

Bulk Mortgage Acquisitions

Benefit from institutional relationships and rigorous due diligence used to acquire mortgage portfolios in bulk, often at discounts to face value, creating diversified exposure and stronger risk-adjusted return potential.

Small Business Loans

Diversify beyond real estate notes with asset-backed lending to contractors and established operators, where underwriting, servicing, and risk management are handled by the fund team.

Investor Education

Learn through free eBooks, webinars, case studies, and blog resources explaining note grades, due diligence, passive income strategies, and how real estate-backed investments work.

Fund manager guiding investor onboarding process

Our Five-Step Investor Onboarding Process

Schedule Your Initial Strategy Call

Begin with a direct conversation with The CEO Fund team to review your investment goals, income preferences, timeline, and interest in mortgage funds, retirement strategies, syndications, or diversified capital opportunities.

Verify Accreditation and Account Fit

Complete Your Required Investment Documents

Fund Through Your Preferred Account

Receive Ongoing Reporting and Distributions

The CEO Fund Difference

Why Choose The CEO Fund?

The CEO Fund combines alternative investment access with experienced management and real estate-backed discipline.

Certified Expertise

Led by Carlo Turner, a Certified Note Investing Specialist with deep corporate finance experience.

Nationwide Diversification

500+ loans purchased across 50+ states provide broad exposure and portfolio balance.

Passive Structure

Investors access real estate-backed income without tenants, toilets, tiles, or daily management demands.

Due Diligence

Rigorous acquisition review supports disciplined asset selection and stronger risk-adjusted return potential.

Meet The Fund Leadership

Experienced fund leaders focused on disciplined real estate-backed 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 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 are Financial Capital & Investment Services?

Financial Capital & Investment Services help accredited investors access professionally managed private investment opportunities, including mortgage fund investing, real estate syndications, retirement account strategies, and asset-backed lending. With The CEO Fund, the focus is on real estate-backed alternatives designed for passive income, diversification, and disciplined underwriting without the operational burdens of direct property ownership.

Who can invest in The CEO Fund?

How does mortgage fund investing generate income?

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

What types of assets back the fund?

How does The CEO Fund manage investment risk?

How long does investor onboarding usually take?

Are returns guaranteed with mortgage fund investing?

Still Have Investment Questions?

Speak with our fund team about eligibility, strategy, and next steps.

Certified & Proven

Awards and Recognition

Certified Note Investing Specialist badge

Certified Note Investing Specialist

Specialized mortgage note investing expertise.

10+ years track record badge

10+ Years Track Record

Established history managing alternative real estate investments.

500+ loans purchased badge

500+ Loans Purchased

Demonstrated experience acquiring diversified mortgage assets.

Start Building Passive Investment Income

Share your investment goals, preferred account type, and questions. Our team will help you understand next steps, accreditation requirements, documentation, and available real estate-backed investment opportunities.

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.