Strategic Wealth Management & Trust Services

Build and preserve wealth with The CEO Fund’s professionally managed mortgage note investment strategies, retirement account options, and real estate-backed opportunities. Designed for accredited investors seeking passive income without property management, our approach combines rigorous asset selection, nationwide diversification, and experienced fund leadership to help support long-term cash flow and generational wealth planning with transparent education at every step.

Wealth management advisor reviewing investment strategy

Our Wealth Management & Trust Services

Explore real estate-backed investment services designed for accredited investors seeking passive income and diversified wealth strategies.

Mortgage Fund Investing

Invest in carefully selected Grade A–C performing mortgage funds backed by real estate, including residential, multifamily, commercial, mobile home park, and tax lien assets designed for cash flow.

IRA Strategy

Use self-directed IRA or 401(k) funds to pursue passive, tax-advantaged income through real estate-backed mortgage note strategies aligned with long-term retirement planning.

Real Estate Syndications

Access larger development opportunities, including Florida construction syndications such as the SUNRISE Project, designed for investors seeking exposure to ground-up real estate growth.

Investor Onboarding

Follow a structured path from document review to a fund management call, then invest and receive ongoing communications and quarterly cash distribution updates.

Investor Education

Explore blogs, whitepapers, and events that explain note investing, fund strategy, asset-backed income, and key considerations for accredited investors evaluating alternatives.

Portfolio Acquisitions

Benefit from the fund’s sourcing and acquisition of bulk mortgage note portfolios, supported by documented case studies and a nationwide acquisition strategy.

Private Wealth Strategies

Real Estate-Backed Wealth Planning

The CEO Fund helps accredited investors access private, real estate-backed opportunities without the daily responsibilities of property ownership. Through mortgage note acquisition, IRA and 401(k) strategies, syndications, and investor education, our team supports disciplined wealth planning focused on passive income, diversification, and tangible collateral. Each opportunity is guided by experienced fund managers and documented investment materials.

Fund manager reviewing investment portfolio
The CEO Fund Difference

Why Choose The CEO Fund?

The CEO Fund combines specialized expertise, real estate collateral, and private investment access.

Track Record

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

Asset-Backed

Mortgage notes and real estate assets provide tangible collateral behind investment strategies.

Diversification

Portfolio exposure spans property types and markets across 50+ states nationwide.

Expert Leadership

Certified note investing leadership guides acquisitions, financing, development, and fund delivery.

Meet The Fund Team

Experienced fund leadership focused on 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 Fund Manager and Certified Note Investing Specialist at The CEO Fund, a role he has held since the fund's inception. With more than 15 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 billion. His deep expertise in real estate-backed investments and mortgage note 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 notes. 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 notes, 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 is a trust in wealth?

A trust in wealth planning is a legal arrangement that holds and manages assets for beneficiaries according to specific instructions. Trusts can help with estate planning, asset transfer, privacy, and continuity. The CEO Fund focuses on real estate-backed investment opportunities that may complement broader wealth or trust planning when coordinated with your attorney, CPA, or financial advisor.

How much money do people usually have in a trust fund?

Who is The CEO Fund designed for?

How does mortgage note investing support wealth management?

Can I invest using an IRA or 401(k)?

What is the investor onboarding process?

How are investment risks managed?

What experience does the fund management team have?

Still Have Investment Questions?

Speak with our fund team before making your next investment decision.

Certified & Proven

Awards and Recognition

Certified Note Investing Specialist badge

Certified Note Specialist

Specialized mortgage note investing expertise.

10+ year track record badge

10+ Year Track Record

Established investment performance history.

500+ loans purchased recognition badge

500+ Loans Purchased

Extensive nationwide mortgage note acquisitions.

Start Building Generational Wealth

Share your investment goals, retirement account questions, or trust-related planning needs, and our team will guide you toward the right next step.

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.