Strategic Wealth Management & Financial Planning

Build generational wealth with professionally managed, real estate-backed investment strategies designed for accredited investors. The CEO Fund helps you pursue passive income through mortgage fund investing, retirement account strategies, syndications, and educational resources—without the day-to-day burdens of property ownership. Explore transparent options backed by experienced fund managers, diversified assets, and disciplined due diligence.

Investor reviewing real estate-backed investment portfolio

Our Wealth Management & Financial Planning Services

Explore real estate-backed strategies, retirement planning options, private syndications, and investor education tailored for accredited investors.

Mortgage Investing

Invest in professionally managed mortgage funds backed by diversified real estate assets, designed to generate passive income without tenants, toilets, or property management responsibilities.

IRA Strategy

Use self-directed IRA or 401(k) accounts to pursue tax-advantaged exposure to real estate-backed mortgage fund investing and recurring income strategies.

Real Estate Syndications

Access large-scale real estate development and acquisition projects alongside experienced sponsors, including Florida construction syndications with long-term appreciation potential.

Portfolio Acquisitions

Benefit from institutional-style mortgage portfolio acquisitions, where discounted bulk loan purchases can create diversification, borrower exposure, and stronger risk-adjusted return potential.

Business Lending

Participate in diversified asset-backed lending opportunities to contractors and established operators, with underwriting, servicing, and risk management handled by the fund team.

Investor Education

Learn through eBooks, webinars, case studies, and articles that explain mortgage notes, due diligence, passive income strategies, and private market investing.

Private Market Access

Build Wealth Without Property Management

The CEO Fund gives accredited investors a disciplined path to passive, real estate-backed income without becoming landlords. Through professionally managed mortgage funds, retirement account strategies, syndications, and portfolio acquisitions, our team handles underwriting, servicing, reporting, and risk management. You gain access to private market opportunities supported by tangible collateral, experienced leadership, and a 10+ year investment track record.

Fund manager reviewing investment portfolio reports
The CEO Fund Difference

Why Choose The CEO Fund?

The CEO Fund combines specialized mortgage note expertise with disciplined portfolio management.

Specialized Expertise

Led by Certified Note Investing Specialist Carlo Turner and seasoned real estate finance professionals.

Asset-Backed

Investments are backed by real estate collateral across multiple property types and markets.

Nationwide Reach

500+ loans purchased across 50+ states support broad geographic and borrower diversification.

Transparent Access

Investors receive reporting, education, and direct access to the fund management team.

Meet The Fund Team

Experienced fund managers guiding real estate-backed investment 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 does The CEO Fund offer for wealth management and financial planning?

The CEO Fund focuses on real estate-backed alternative investments for accredited investors, including mortgage fund investing, retirement account strategies, real estate syndications, and diversified lending opportunities. Instead of managing rental properties directly, investors gain access to professionally managed portfolios designed to generate passive income through borrower payments, interest collections, and carefully underwritten asset-backed opportunities.

How does mortgage fund investing work?

Who is eligible to invest with The CEO Fund?

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

How does The CEO Fund manage investment risk?

How often do investors receive distributions?

What educational resources are available for investors?

What is the investor onboarding process?

Still Have Investment Questions?

Speak with our fund team about your goals and available options.

Certified & Trusted

Awards and Recognition

Certified Note Investing Specialist certification

Certified Note Specialist

Specialized expertise in mortgage note investing.

10 year track record trust badge

10+ Year Track Record

Established alternative investment fund performance history.

500 loans purchased trust badge

500+ Loans Purchased

Extensive loan acquisition and portfolio management experience.

Ready to Explore Real Estate-Backed Wealth Strategies?

Tell us about your investment goals, accreditation status, and preferred account structure. Our team will follow up to discuss available opportunities 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.