Management Benefits Fund Services for Investors

Management Benefits Fund Services from The CEO Fund help accredited investors access professionally managed, real estate-backed opportunities designed for passive income, portfolio diversification, and long-term wealth building. From mortgage fund investing and bulk note acquisitions to self-directed IRA strategies and syndications, our experienced fund managers handle underwriting, servicing, and reporting so investors can focus on outcomes—not day-to-day asset management.

Fund management team reviewing real estate-backed investments

Our Management Benefits Fund Services

Explore structured fund services built around real estate-backed income, diversified assets, retirement strategies, and professional management.

Mortgage Investing

Access professionally managed mortgage funds backed by multifamily, single-family, commercial, and mobile home real estate, designed to generate passive income without direct property management responsibilities.

Bulk Acquisitions

The CEO Fund acquires mortgage portfolios in bulk using institutional relationships and rigorous due diligence, seeking discounted opportunities with built-in equity and diversified borrower exposure.

Retirement Strategy

Use self-directed IRA or 401(k) accounts to pursue tax-advantaged real estate-backed income, with guidance through account setup, documentation, and investment coordination.

Real Estate Syndications

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

Business Lending

Diversify beyond mortgage notes through asset-backed loans to contractors and established operators, with underwriting, servicing, and risk management handled by the fund team.

Investor Onboarding

Start with a transparent process that covers goal discovery, accreditation verification, investment documentation, account funding, quarterly reporting, and direct access to the fund management team.

Fund manager reviewing investment documents

Our Investor Onboarding Process

Discuss Goals and Investment Fit

We begin with a conversation about your investment goals, income expectations, time horizon, and preferred account structure. This helps determine whether direct investing, a self-directed IRA, or a 401(k)-based strategy best aligns with your objectives.

Verify Accreditation and Documentation

Fund Your Account Securely

Deploy Capital Into Managed Assets

Receive Reporting and Distributions

The CEO Fund Difference

Why Choose The CEO Fund?

The CEO Fund combines experienced leadership, asset-backed strategy, and investor-focused transparency.

Certified Expertise

Led by certified specialists with deep mortgage note, finance, and real estate experience.

Nationwide Reach

Portfolio exposure spans 50+ states, reducing reliance on a single local market.

Truly Passive

Investors avoid tenants, toilets, tiles, and daily property management headaches.

Diversified Assets

Mortgage funds, syndications, and business loans create multiple asset-backed income channels.

Meet The Fund Team

Experienced leadership managing real estate-backed investment opportunities.

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 Management Benefits Fund Services?

Management Benefits Fund Services are designed to help accredited investors access professionally managed, real estate-backed investment opportunities without directly owning or managing property. The CEO Fund focuses on mortgage fund investing, bulk mortgage portfolio acquisitions, syndications, small business lending, and retirement account strategies, with fund managers handling underwriting, servicing, reporting, and asset oversight.

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 type of income can investors expect?

How does The CEO Fund manage investment risk?

What is the investor onboarding process?

Does The CEO Fund provide investor education?

Have More Investor Questions?

Connect with our fund managers for clear next steps.

Certified & Experienced

Awards and Recognition

Certified Note Investing Specialist badge

Certified Note Specialist

Specialized expertise in mortgage note investing.

10 years track record badge

10+ Years Track Record

Demonstrated investment history across market cycles.

Loan acquisition experience badge

500+ Loans Purchased

500+ loans acquired across diversified markets.

Start Building Passive Income

Share your goals, accreditation status, and preferred investment structure, and our fund team will explain the next steps clearly.

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.