Real Investment Advice: Financial Planning & Analysis

Build a clearer path to real estate-backed passive income with The CEO Fund’s investment guidance, financial planning support, and portfolio analysis. Our team helps accredited investors evaluate mortgage fund investing, self-directed retirement strategies, syndications, and diversified asset-backed opportunities with transparent education, disciplined due diligence, and ongoing reporting designed for long-term wealth planning.

Investment advisor reviewing financial planning analysis

Our Real Investment Advice: Financial Planning & Analysis Services

Explore real estate-backed strategies, retirement account planning, investor education, and portfolio analysis for accredited investors.

401(k) & IRA

Use self-directed IRA and 401(k) accounts to pursue real estate-backed income inside a tax-advantaged structure, with guidance on setup, funding, documentation, and long-term retirement planning.

Mortgage Fund Investing

Participate in professionally managed mortgage fund portfolios backed by multifamily, single-family, commercial, and mobile home real estate, designed for passive income without direct property management.

Real Estate Syndications

Access large-scale development and acquisition opportunities alongside experienced sponsors, including Florida construction projects structured for passive participation and long-term appreciation potential.

Portfolio Acquisitions

Benefit from institutional relationships and disciplined due diligence used to acquire mortgage portfolios in bulk, often creating diversification, borrower exposure, and stronger risk-adjusted potential.

Business Lending

Diversify beyond real estate notes through asset-backed lending to contractors and established operators, with underwriting, servicing, collateral review, and risk management handled by the fund team.

Investor Education

Learn how note grades, due diligence, passive income, and mortgage-backed strategies work through eBooks, webinars, case studies, blogs, and guidance from experienced fund managers.

Fund manager reviewing investment planning documents

Our 4-Step Investment Planning Process

Clarify Goals And Eligibility

We begin with a focused conversation about your income goals, liquidity needs, retirement account options, and accreditation status. This helps our team identify whether mortgage fund investing, syndications, or other real estate-backed strategies align with your planning priorities.

Review Investment Strategy Options

Complete Documentation And Funding

Monitor Performance And Reporting

The CEO Fund Difference

Why Choose The CEO Fund?

The CEO Fund combines disciplined asset selection, experienced management, and transparent investor support.

Certified Expertise

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

Proven History

A 10+ year track record with 500+ loans purchased across diversified markets.

Diversification

Investors gain exposure to mortgage notes, syndications, business lending, and multiple property types.

Managed Process

Our team manages underwriting, servicing, reporting, and investor education from start to finish.

Meet The CEO Fund Team

Experienced fund managers guiding real estate-backed income 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 real investment advice include?

The CEO Fund focuses on real estate-backed investment planning for accredited investors seeking passive income alternatives. Guidance may include mortgage fund investing, self-directed IRA and 401(k) strategy, syndication participation, portfolio diversification, investor education, and cash-flow analysis. The goal is to help investors understand how asset-backed opportunities may fit within their broader wealth-building plan.

Who is eligible to invest with The CEO Fund?

How does mortgage fund investing work?

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

How does The CEO Fund manage investment risk?

What reporting do investors receive?

What is the investor onboarding process?

Do you provide investor education resources?

Still Have Investment Questions?

Connect with our fund managers for clear, practical guidance.

Certified & Trusted

Awards and Recognition

Certified Note Investing Specialist badge

Certified Note Specialist

Recognized expertise in mortgage note investing.

10 plus years track record badge

10+ Year Track Record

Established fund history and investor discipline.

500 plus loans purchased badge

500+ Loans Purchased

Portfolio experience across nationwide mortgage assets.

Start Planning Your Investment Strategy

Share your investment goals, accreditation status, and preferred strategy focus. Our team will help you understand next steps, documentation, retirement account options, and available real estate-backed opportunities.

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.