Lifestyle Wealth Management Services for Passive Income

Build a wealth strategy designed around income, flexibility, and long-term lifestyle goals. The CEO Fund helps accredited investors access professionally managed, real estate-backed opportunities including mortgage fund investing, self-directed IRA strategies, syndications, and diversified asset-backed lending—without the daily responsibilities of direct property ownership.

Lifestyle wealth management strategy meeting

Our Lifestyle Wealth Management Services

Explore real estate-backed wealth strategies designed for passive income, retirement planning, and diversified portfolio growth.

Mortgage Fund

Invest in professionally managed Grade A–C mortgage assets backed by real estate, generating passive income without the responsibilities of tenants, maintenance, or direct property management.

IRA Strategy

Use self-directed IRA or 401(k) accounts to pursue tax-advantaged real estate-backed income while the team guides setup, documentation, and investment coordination.

Real Estate Syndications

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

Portfolio Acquisitions

Benefit from the fund’s ability to acquire diversified mortgage portfolios in bulk, often at discounts, supported by rigorous due diligence and performance criteria.

Business Lending

Access additional portfolio diversification through asset-backed lending to contractors and established businesses, with underwriting and servicing managed by the fund team.

Investor Education

Learn how mortgage notes, due diligence, investment structures, and passive income strategies work through eBooks, webinars, case studies, and educational resources.

Passive Income Strategy

Build Wealth Without Property Management

The CEO Fund helps accredited investors align capital with lifestyle-focused outcomes: recurring income, portfolio diversification, and less hands-on involvement. Through mortgage fund investing, retirement account strategies, syndications, and asset-backed lending, our team manages sourcing, due diligence, servicing, and reporting so investors can pursue generational wealth through professionally managed real estate-backed opportunities.

Investor reviewing passive income strategy
The CEO Fund Difference

Why Choose The CEO Fund?

The CEO Fund combines disciplined underwriting, experienced leadership, and real estate-backed strategies.

Certified Expertise

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

Nationwide Reach

500+ loans acquired across 50+ states for broad borrower and market diversification.

Truly Passive

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

Diversified Assets

Mortgage notes, syndications, and asset-backed lending create multiple income and growth channels.

Meet The CEO Fund Team

Experienced fund leaders focused on real estate-backed income.

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 lifestyle wealth management services?

Lifestyle wealth management focuses on building income streams that support how you want to live, not just accumulating assets. For accredited investors, The CEO Fund emphasizes real estate-backed passive income, mortgage note portfolios, retirement account strategies, and diversified alternatives designed to reduce the day-to-day burdens of direct property ownership.

Who is eligible to invest with The CEO Fund?

How does mortgage fund investing generate passive income?

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

What types of assets back the investments?

How is this different from owning rental properties?

What is the investor onboarding process?

Who manages the investment strategy?

Still Have Investment Questions?

Connect with our fund managers for clear answers and next steps.

Certified & Trusted

Awards and Recognition

Certified Note Investing Specialist credential

Certified Note Specialist

Specialized expertise in mortgage note investing.

10 plus year investment track record badge

10+ Year Track Record

Proven investment management history over time.

Nationwide real estate portfolio recognition badge

Nationwide Portfolio

Real estate-backed portfolio across U.S. markets.

Start Building Lifestyle Wealth Today

Share your investment goals, preferred account structure, and questions. Our team will help you understand 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.