Strategic Wealth Creation Portfolio Services

Build long-term wealth with professionally managed portfolio services designed for accredited investors seeking passive income, diversification, and real estate-backed security. The CEO Fund helps investors access mortgage notes, syndications, self-directed retirement strategies, and asset-backed lending opportunities without the daily burdens of traditional property ownership, supported by experienced fund managers and transparent reporting.

Investor reviewing wealth creation portfolio strategy

Our Wealth Creation Portfolio Services

Explore real estate-backed portfolio strategies designed for passive income, diversification, and long-term wealth creation.

Mortgage Funds

Invest in a professionally managed portfolio of mortgage notes backed by multifamily, single-family, commercial, and mobile home real estate across the United States for passive income potential.

IRA Strategy

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

Bulk Acquisitions

Benefit from institutional-style mortgage portfolio acquisitions, often purchased in bulk after rigorous due diligence to create diversification, borrower exposure, and risk-adjusted return potential.

Real Estate Syndications

Participate in large-scale development and acquisition projects, including Florida construction syndications, for fractional access to institutional-quality real estate opportunities and long-term appreciation potential.

Business Lending

Access diversified asset-backed lending opportunities to contractors and established operators, secured by collateral and managed through underwriting, servicing, and risk management processes.

Investor Education

Learn through eBooks, webinars, case studies, and articles that explain note grades, due diligence, passive income strategies, and mortgage fund fundamentals.

Passive Income Strategy

Build Wealth Without Property Management

The CEO Fund gives accredited investors access to professionally managed wealth-building strategies backed by tangible real estate assets. Instead of purchasing and managing property directly, investors can participate in mortgage funds, syndications, and asset-backed lending opportunities designed for passive income, diversification, and long-term portfolio resilience, with quarterly reporting and direct access to experienced fund managers.

Fund manager reviewing real estate investment portfolio
The CEO Fund Difference

Why Choose The CEO Fund?

The CEO Fund combines real estate collateral, disciplined management, and investor-focused transparency.

Track Record

A 10+ year track record supports disciplined acquisition, management, and investor reporting practices.

Specialized Expertise

Leadership includes Certified Note Investing Specialist expertise and decades of finance and real estate experience.

Diversification

Portfolios span mortgage notes, syndications, business lending, property types, and nationwide markets.

Hands-Off Income

Investors receive passive exposure without tenants, toilets, tiles, or daily property management headaches.

Meet The Fund Team

Experienced fund managers focused on real estate-backed wealth creation.

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 Creation Portfolio Services?

The CEO Fund focuses on wealth creation through real estate-backed alternative investments for accredited investors. Portfolio services include mortgage fund investing, bulk mortgage portfolio acquisitions, real estate syndications, small business lending, and self-directed IRA or 401(k) strategies. The goal is to create passive income, diversification, and collateral-backed exposure without requiring investors to manage tenants, repairs, or property operations.

Who can invest with The CEO Fund?

How does mortgage fund investing create passive income?

What makes these portfolio services different from buying rental property?

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

What experience does The CEO Fund have?

What is the investor onboarding process?

How are investors kept informed after investing?

Have Questions About Investing?

Speak with our team about your investment goals and eligibility.

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

Demonstrated history acquiring and managing mortgage assets.

Nationwide portfolio reach badge

Nationwide Portfolio Reach

Portfolio reach across diversified United States markets.

Start Building Wealth With The CEO Fund

Share your investment goals, accreditation status, and preferred account structure. Our fund management team will explain available portfolio options and 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.