What are wealth management services?
Wealth management services help investors organize, grow, and protect capital through tailored strategies. At The CEO Fund, the focus is on real estate-backed alternatives, including mortgage fund investing, IRA and 401(k) strategies, syndications, and diversified asset-backed lending. The goal is consistent passive income, reduced direct property management burden, and long-term generational wealth creation.
Who can invest with The CEO Fund?
The CEO Fund’s strategy is designed for accredited investors who want alternatives to stocks, bonds, and direct property ownership. Typical investors include high-net-worth individuals, self-directed IRA and 401(k) investors, passive income seekers, real estate investors, CFOs, institutional investors, and professionals looking for real estate-backed fixed-income opportunities.
How does mortgage fund investing work?
Mortgage fund investing allows accredited investors to participate in a professionally managed portfolio of real estate-backed loans. The fund acquires and manages mortgage assets, collects borrower payments, and distributes investor income. This gives investors exposure to residential, multifamily, commercial, and mobile home real estate without handling tenants, repairs, or property management.
Can I invest using a self-directed IRA or 401(k)?
Yes. The CEO Fund supports tax-advantaged investing through self-directed IRA and 401(k) accounts. The team helps investors understand the setup process so retirement dollars can be allocated toward real estate-backed mortgage fund opportunities. This structure may support compounding through distributions while keeping investments inside a tax-sheltered retirement account.
What makes these investments different from traditional real estate?
The CEO Fund emphasizes tangible collateral, geographic diversification, borrower diversification, and professional underwriting. Its portfolio includes mortgage funds backed by multifamily, single-family, commercial, mobile home, and related real estate assets across 50+ states. While all investments carry risk, the strategy is designed to pursue stronger risk-adjusted returns than traditional fixed-income options.
What is the investor onboarding process?
Investors begin by scheduling a call with the fund management team to discuss goals and verify accreditation. After that, they complete the required investment documentation and fund the account directly or through a self-directed IRA or 401(k). Once invested, they receive ongoing reporting and direct access to the fund team.
How often do investors receive updates and distributions?
The fund provides ongoing reporting and direct access to its team after investment. Investors receive quarterly cash distributions according to the investment structure, along with updates designed to help them understand portfolio activity. Educational resources, webinars, case studies, and blog content are also available for deeper insight into the strategy.
Why choose The CEO Fund for wealth management?
The CEO Fund is led by professionals with deep experience in finance, mortgage notes, capital raising, and real estate investing. Carlo Turner is a Certified Note Investing Specialist, and the team has a 10+ year fund track record, 500+ loans purchased, and experience across mortgage portfolios, syndications, development projects, and asset-backed lending.