Strategic Impact Wealth Management Services

The CEO Fund helps accredited investors pursue purposeful, passive income through professionally managed mortgage funds, real estate syndications, and asset-backed lending. Built for investors who want alternatives to market volatility and hands-on property ownership, our strategies combine rigorous due diligence, diversified collateral, and transparent reporting to support long-term wealth building with tangible real estate impact.

Fund manager reviewing impact wealth portfolio

Our Impact Wealth Management Services

Explore real estate-backed strategies designed to create passive income, diversification, and long-term wealth potential for accredited investors.

Mortgage Funds

Invest in professionally managed mortgage funds backed by multifamily, single-family, commercial, and mobile home real estate, designed to create passive income without property management burdens.

IRA Strategy

Use self-directed IRA or 401(k) structures to access real estate-backed income opportunities while keeping retirement capital positioned inside tax-advantaged accounts.

Real Estate Syndications

Participate in large-scale acquisition and development projects alongside experienced sponsors, including Florida construction syndications with long-term appreciation and community development potential.

Business Lending

Benefit from fund diversification through asset-backed lending to contractors and established operators, with underwriting, servicing, and risk management handled by the team.

Portfolio Acquisitions

Leverage The CEO Fund’s experience acquiring mortgage portfolios in bulk, often at discounts, with due diligence focused on performance, profitability, and collateral strength.

Investor Education

Access eBooks, webinars, case studies, and articles that explain note grades, due diligence, passive income strategies, and how mortgage fund investing works.

Investor onboarding meeting with fund manager

Our Simple Investor Onboarding Process

Discuss Goals And Strategy Fit

We begin with a focused conversation about your wealth goals, desired income profile, investment timeline, and interest in mortgage funds, syndications, or retirement account strategies.

Verify Accreditation And Documents

Fund Your Investment Account

Receive Reporting And Distributions

The CEO Fund Difference

Why Choose The CEO Fund?

The CEO Fund combines specialized mortgage note expertise with disciplined real estate-backed investing.

Track Record

10+ years of fund history with 500+ loans acquired across national markets.

Specialized Expertise

Led by Carlo Turner, a Certified Note Investing Specialist and experienced finance professional.

Diversification

Strategies span mortgage notes, syndications, small business lending, and multiple property types.

Transparent Support

Investors receive managed access, education, reporting, and guidance throughout the onboarding process.

Meet The CEO Fund Team

Experienced fund leaders guiding 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 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 does an impact fund do?

An impact fund invests capital with the goal of producing financial returns while supporting a defined real-world outcome. For The CEO Fund, that impact is tied to real estate-backed lending, housing-related projects, and asset-backed opportunities. Investors gain access to professionally managed mortgage funds and syndications that can support passive income while financing tangible assets and development activity.

Is impact investing good?

Who can invest with The CEO Fund?

What types of assets back the investments?

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

How are investor distributions handled?

What risks should investors consider?

What is the onboarding process like?

Have More Investment Questions?

Connect with our fund managers for clear answers before investing.

Certified & Proven

Awards and Recognition

Certified Note Investing Specialist badge

Certified Note Specialist

Specialized expertise in mortgage note investing

10 year track record recognition badge

10+ Year Record

Proven fund experience over a decade

500 loans acquired recognition badge

500+ Loans Purchased

Extensive acquisition history across markets

Start Building Real Estate-Backed Wealth

Tell us about your investment goals, accreditation status, and preferred account structure. Our team will help explain available options 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.