Strategic Wealth and Retirement Solutions

Build long-term wealth with professionally managed, real estate-backed investment strategies designed for accredited investors and retirement-focused portfolios. The CEO Fund helps you access mortgage fund investing, self-directed IRA and 401(k) strategies, syndications, and investor education—without the daily burdens of owning property, managing tenants, or navigating note portfolios alone.

Wealth and retirement planning with real estate investments

Our Wealth and Retirement Solutions Services

Explore real estate-backed investment solutions for passive income, retirement planning, and long-term wealth building.

401(k) Strategy

Use self-directed IRA and 401(k) accounts to pursue tax-advantaged real estate-backed investing. The CEO Fund guides retirement investors through setup, documentation, and funding considerations.

Mortgage Funds

Invest in professionally managed Grade A–C mortgage funds backed by multifamily, single-family, commercial, and mobile home real estate across the United States.

Real Estate Syndications

Access large-scale development and acquisition projects alongside experienced sponsors, including Florida construction syndications designed for long-term real estate exposure.

Portfolio Acquisitions

Benefit from disciplined acquisition of mortgage portfolios purchased in bulk, supported by due diligence, diversified borrower exposure, and professional portfolio management.

Business Lending

Gain diversified exposure to asset-backed small business lending, including contractor and operator loans supported by underwriting, servicing, and collateral-based risk management.

Investor Education

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

Real Estate Backed

Passive Wealth Strategies Without Property Management

The CEO Fund helps accredited investors pursue passive income and generational wealth through real estate-backed investment strategies. With mortgage funds, retirement account structures, syndications, and educational guidance, our team simplifies access to private opportunities while managing underwriting, acquisitions, servicing, and reporting. You gain a professionally managed alternative to traditional real estate ownership.

Investor reviewing retirement portfolio with advisor
The CEO Fund Difference

Why Choose The CEO Fund?

The CEO Fund combines institutional discipline with accessible private investment education.

Certified Expertise

Guided by certified mortgage note expertise and decades of finance and real estate experience.

Asset-Backed

Investments are supported by tangible real estate collateral across diversified asset types.

Truly Passive

Access mortgage note income potential without tenants, repairs, vacancies, or property management.

Diversified Reach

A nationwide acquisition strategy spans 50+ states, property types, and borrower profiles.

Meet The CEO Fund Team

Experienced fund leadership for real estate-backed investing.

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 and retirement solutions?

The CEO Fund provides access to professionally managed, real estate-backed investment opportunities for accredited investors. Solutions include mortgage fund investing, self-directed IRA and 401(k) strategies, real estate syndications, bulk mortgage portfolio acquisitions, small business lending exposure, and investor education. The goal is to create passive income opportunities backed by tangible collateral and professional asset management.

Who can invest with The CEO Fund?

Can I use my IRA or 401(k) to invest?

How does mortgage fund investing work?

What is the investor onboarding process?

How does The CEO Fund manage investment risk?

When do investors receive distributions?

How is this different from owning rental property?

Still Have Investment Questions?

Connect with our fund managers for clear next steps.

Certified & Proven

Awards and Recognition

Certified Note Investing Specialist badge

Certified Note Specialist

Specialized expertise in mortgage note investing.

10 year track record trust badge

10+ Year Track Record

Proven investment history across fund operations.

500 plus loans purchased milestone badge

500+ Loans Purchased

Extensive mortgage loan acquisition experience.

Start Building Generational Wealth

Share your investment goals, retirement account questions, or accreditation status, and The CEO Fund team will guide you through the 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.