Wealth Development Strategies — Financial Advisory 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 explore mortgage fund investing, self-directed IRA and 401(k) options, syndications, and diversified lending opportunities with transparent onboarding, ongoing reporting, and direct access to an experienced fund management team.

Investor reviewing real estate-backed wealth strategy

Our Wealth Development Services

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

IRA Strategy

Use self-directed retirement accounts to pursue real estate-backed passive income. The CEO Fund guides eligible investors through setup considerations, account funding, and strategy alignment for IRA or 401(k) investing.

Mortgage Investing

Invest in a professionally managed portfolio of mortgage funds backed by residential, multifamily, commercial, and mobile home real estate, designed to produce steady passive income without property management.

Real Estate Syndications

Access large-scale real estate development and acquisition projects alongside experienced sponsors, including Florida construction syndication opportunities with long-term appreciation potential and hands-off participation.

Portfolio Acquisitions

Benefit from discounted bulk mortgage portfolio acquisitions supported by rigorous due diligence, diversified borrower exposure, and management experience across more than $50 million in loan acquisitions.

Business Lending

Diversify through asset-backed lending to contractors and established operators. These opportunities add borrower and industry variety while the fund manages underwriting, servicing, collateral, and risk oversight.

Investor Education

Build confidence with eBooks, webinars, case studies, and articles that explain note grades, due diligence, passive income strategies, and how real estate-backed mortgage funds work.

Fund manager reviewing investment documents with accredited investor

Our Investor Strategy Process

Discuss Goals And Eligibility

Start with a focused call to review your wealth goals, income objectives, retirement account options, and accreditation status. This helps the fund team understand whether mortgage fund strategies align with your broader investment plan.

Review Strategy Options

Complete Documents And Funding

Deploy Capital Professionally

Receive Reporting And Distributions

The CEO Fund Difference

Why Choose The CEO Fund?

The CEO Fund combines experience, collateral-backed strategy, and transparent investor support.

Track Record

A 10+ year track record supports disciplined investing across changing real estate and credit markets.

Specialized Expertise

Fund leadership includes certified note investing expertise and decades of finance, lending, and real estate experience.

Diversification

Investors gain exposure across 50+ states, property types, borrowers, and real estate-backed income streams.

Professional Management

The fund handles acquisition, underwriting, servicing, reporting, and management so investors remain hands-off.

Meet The Fund Team

Experienced fund leaders 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 the best strategies for wealth development?

The best wealth development strategies typically combine diversification, disciplined cash flow, tax efficiency, and risk management. The CEO Fund focuses on real estate-backed alternatives, including mortgage fund investing, self-directed IRA and 401(k) strategies, syndications, and asset-backed lending. These approaches are designed for accredited investors seeking passive income without direct property ownership responsibilities.

How does mortgage fund investing work?

Are these services only for accredited investors?

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

What is the investor onboarding process?

How does The CEO Fund manage investment risk?

What types of investments are available?

What support is available for new investors?

Still Have Investment Questions?

Get clear answers before choosing your wealth strategy.

Trusted Experience

Awards and Recognition

Certified Note Investing Specialist certification

Certified Note Specialist

Specialized expertise in mortgage note investing.

10 year track record recognition badge

10+ Year Track Record

Documented history of managed investment activity.

500 loans purchased recognition badge

500+ Loans Purchased

Extensive mortgage loan acquisition experience.

Start Building Real Estate-Backed Wealth

Tell us about your investment goals, accreditation status, and preferred account structure. 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.