Strategic Investment Protection Fund Services

The CEO Fund helps accredited investors pursue passive income through professionally managed, real estate-backed mortgage note strategies. Our Investment Protection Fund Services are built around disciplined asset selection, diversified collateral, guided onboarding, and ongoing investor education—designed for investors who want exposure to private real estate opportunities without managing tenants, repairs, or day-to-day property operations.

Investor reviewing mortgage fund documents

Our Investment Protection Fund Services

Explore real estate-backed fund strategies, retirement-account options, syndications, education, and guided investor onboarding.

Mortgage Fund Investing

Invest in diversified Grade A–C performing mortgage notes backed by real estate assets, helping accredited investors pursue passive monthly cash flow without direct property management.

401(k) & IRA Strategy

Use self-directed IRA or 401(k) funds to access tax-advantaged mortgage note income strategies, with guidance for investors seeking retirement-account real estate exposure.

Real Estate Syndications

Access larger development opportunities such as the $20M Florida SUNRISE Project, designed to deliver new homes, a marina, and a golf course.

Investor Onboarding

Follow a structured path from fund document review to a management team call, investment completion, and quarterly cash distribution expectations.

Investor Education

Explore blogs, whitepapers, and events that help prospective investors understand mortgage notes, fund strategy, risk considerations, and passive income opportunities.

Portfolio Acquisitions

Benefit from the fund’s sourcing and acquisition of bulk mortgage note portfolios, supported by case studies and experienced asset evaluation practices.

Fund manager guiding investor onboarding process

Our Guided Investor Onboarding Process

Review Fund Materials First

Prospective investors begin by reviewing fund documents, investor education materials, and strategy information. This step helps clarify eligibility, asset focus, distribution expectations, and how mortgage note investing differs from direct real estate ownership.

Speak With Fund Management

Select Your Investment Strategy

Invest and Receive Distributions

The CEO Fund Difference

Why Choose The CEO Fund?

The CEO Fund combines real estate collateral, experienced leadership, and disciplined mortgage note strategy.

Track Record

A 10+ year track record supports disciplined investing and long-term fund strategy.

Asset Backing

Mortgage notes are backed by tangible real estate collateral across diversified asset classes.

Passive Income

Investors pursue passive income without tenants, toilets, tiles, or daily property management.

Specialized Expertise

Certified note investing expertise guides acquisition, financing, development, and portfolio delivery.

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 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 an investment protection fund?

An investment protection fund is typically designed to help investors reduce exposure to unnecessary risk through structure, diversification, collateral, or regulatory safeguards. The CEO Fund focuses on real estate-backed mortgage note investments, where assets are tied to tangible collateral. While no private investment is risk-free, disciplined underwriting, portfolio diversification, and professional management are used to support investor confidence.

What services does the investors Protection fund provide?

Who can invest with The CEO Fund?

How does mortgage fund investing generate income?

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

When do investors receive distributions?

How does The CEO Fund manage investment risk?

What is the onboarding process for new investors?

Still Have Investment Questions?

Speak with our team about eligibility, documents, and strategy.

Certified & Proven

Awards and Recognition

Certified Mortgage Investing Specialist badge

Certified Note Specialist

Specialized leadership in mortgage note investing.

10 plus years track record badge

10+ Year Track Record

Established history managing real estate-backed investments.

500 plus loans purchased badge

500+ Loans Purchased

Proven acquisition history across diversified loan assets.

Start Your Investment Conversation

Share your investment goals, retirement account questions, or fund document requests, and our team will guide you through the next appropriate 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.