Trusted Investment & Security Banking Services

The CEO Fund helps accredited investors access professionally managed, real estate-backed opportunities designed for passive income, diversification, and long-term wealth building. From mortgage fund investing and retirement account strategies to syndications and asset-backed lending, our team combines rigorous due diligence with direct investor guidance so you understand how your capital is positioned.

Investment banking advisor reviewing real estate portfolio

Our Investment & Security Banking Services

Explore real estate-backed investment services designed for passive income, diversification, and professional portfolio management.

Mortgage Fund Investing

Invest in a professionally managed portfolio of mortgage assets backed by multifamily, single-family, commercial, and mobile home real estate while earning passive income without property management responsibilities.

IRA Strategy

Use self-directed IRA or 401(k) accounts to pursue tax-advantaged exposure to real estate-backed income strategies, with guidance through setup, documentation, and funding requirements.

Real Estate Syndications

Access large-scale real estate development and acquisition opportunities, including Florida construction syndications, through fractional participation in professionally managed projects with long-term growth potential.

Portfolio Acquisitions

Benefit from The CEO Fund’s institutional relationships and due diligence process for acquiring diversified mortgage portfolios, often at discounts to face value for stronger risk-adjusted potential.

Business Lending

Participate in diversified asset-backed lending opportunities to contractors and established operators, with underwriting, servicing, and risk management handled by the fund’s professional team.

Investor Onboarding

Move from consultation to funding with a transparent onboarding process covering investor goals, accreditation verification, documents, account setup, and ongoing communication with the fund team.

Investor reviewing fund documents with financial advisor

Our 5-Step Investor Process

Discuss Your Investment Goals

Start with a direct conversation about your income goals, diversification needs, retirement account preferences, and investment timeline. The team explains available strategies, including mortgage funds, syndications, and asset-backed lending opportunities.

Verify Investor Eligibility

Complete Investment Documentation

Fund and Allocate Capital

Receive Reporting and Distributions

The CEO Fund Difference

Why Choose The CEO Fund?

The CEO Fund combines financial experience, real estate collateral, and professional fund management.

Track Record

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

Certified Expertise

Carlo Turner brings certified note investing expertise and decades of corporate finance experience.

Diversification

Investments span 50+ states, helping reduce concentration risk across property types and markets.

Passive Structure

Investors gain real estate-backed income potential without tenants, repairs, or daily management burdens.

Meet The CEO Fund Team

Experienced fund leaders with deep finance and real estate 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 is security investment banking?

Security investment banking generally refers to financial advisory, capital markets, or securities-related services that help structure, evaluate, or facilitate investment opportunities. At The CEO Fund, the focus is private real estate-backed investing for accredited investors, including mortgage funds, syndications, and asset-backed lending strategies managed with professional due diligence and ongoing reporting.

Who can invest with The CEO Fund?

How does mortgage fund investing work?

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

What makes these investments asset-backed?

How often do investors receive updates or distributions?

How does The CEO Fund evaluate mortgage portfolios?

What is the investor onboarding process?

Still Have Investment Questions?

Connect with our team for clear next-step guidance.

Certified & Trusted

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

Proven investment management history over a decade.

500 loans acquired badge

500+ Loans Acquired

Portfolio experience across nationwide mortgage assets.

Start Your Investor Conversation

Share your investment goals, accreditation status, and preferred account structure. Our fund management team will review next steps and help you understand available 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.