Monthly cash flow, not a payout schedule guess
The CEO Fund pays quarterly distributions backed by borrower payments across 50+ states, so retirees plan by the check, not the market.
Most retirees don't have a wealth problem, they have an income problem
Carlo Turner, Fund Manager at The CEO Fund, told USA News that the retirement conversation should shift from account balance to monthly cash flow. That is exactly how this fund is engineered: quarterly distributions from performing first-lien notes, targeted at 9 to 14 percent fixed.
Cash-flow example from the note book
One subscription, four checks a year
The mechanics are straightforward. Subscribe once. Distributions arrive quarterly, drawn from borrower payments on the fund's note book. The example from our own portfolio: a Florida townhome note purchased at $80,900 against $115,000 of market value, throwing off $764.39 per month for a 21.5-year remaining term.
Multiply that pattern across 500+ loans in 50+ states, and the fund's distribution stops depending on any single borrower's calendar.
Plan by the check, not the market
Book a call with Carlo to size the income you need.