Strategic Wealth Management Services

Build long-term wealth with professionally managed, real estate-backed investment strategies designed for accredited investors seeking passive income beyond traditional markets. The CEO Fund helps you access mortgage fund investing, retirement account strategies, syndications, and diversified asset-backed opportunities with transparent onboarding, ongoing reporting, and experienced fund management focused on consistent cash flow and generational wealth building.

Wealth management advisor reviewing real estate-backed investments

Our Wealth Management Services Services

Explore diversified real estate-backed strategies built for accredited investors seeking passive income and long-term wealth.

Mortgage Fund Investing

Access a professionally managed portfolio of Grade A–C mortgage funds backed by residential, commercial, multifamily, and mobile home real estate, designed to generate passive income without property management responsibilities.

IRA Strategy

Use self-directed IRA or 401(k) accounts to pursue tax-advantaged real estate-backed income. The team helps guide setup, documentation, and strategy alignment for retirement-focused investors.

Real Estate Syndications

Participate in large-scale real estate development and acquisition projects alongside experienced sponsors, including Florida construction opportunities designed for long-term appreciation and passive investor participation.

Portfolio Acquisitions

Benefit from institutional-style mortgage portfolio acquisitions purchased in bulk, often at discounts to face value, with rigorous due diligence supporting diversified exposure and risk-adjusted return potential.

Asset-Backed Lending

Diversify beyond mortgage notes through asset-backed lending to contractors and established operators. These opportunities add complementary income streams secured by real collateral and professional underwriting.

Investor Education

Make confident decisions with free eBooks, webinars, case studies, and articles that explain mortgage notes, due diligence, passive income strategies, and real estate-backed investment fundamentals.

Investor reviewing wealth management documents with fund manager

Our Investor Onboarding Process

Schedule Your Strategy Call

Start with a focused consultation to discuss your income goals, investment timeline, accreditation status, and preferred account structure. Our team explains available real estate-backed strategies and helps determine whether mortgage fund investing aligns with your broader wealth plan.

Review Fit And Documentation

Fund Your Investment Account

Begin Managed Portfolio Participation

Receive Reporting And Distributions

The CEO Fund Difference

Why Choose The CEO Fund?

The CEO Fund combines specialized mortgage note expertise with disciplined real estate-backed investment management.

Proven Track Record

A 10+ year track record supports disciplined fund management and investor confidence.

Certified Expertise

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

Nationwide Diversification

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

Passive Structure

Investors pursue cash flow without tenants, toilets, tiles, or daily property operations.

Meet The Fund Team

Experienced fund managers guiding real estate-backed wealth 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 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?

How does mortgage fund investing work?

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

What makes these investments different from traditional real estate?

What is the investor onboarding process?

How often do investors receive updates and distributions?

Why choose The CEO Fund for wealth management?

Still Have Investment Questions?

Connect with our fund managers for clear, investment-focused guidance.

Certified & Trusted

Awards and Recognition

Certified Note Investing Specialist badge

Note Investing Specialist

Certified specialist guiding mortgage note investments.

10 years track record recognition badge

10+ Years Track Record

Experienced platform with proven investment history.

500 loans purchased recognition badge

500+ Loans Purchased

Proven scale across diversified mortgage assets.

Start Building Passive Income Today

Share your goals, accreditation status, and preferred investment timeline. Our team will help you understand available strategies, documentation, 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.