Investing With Purpose™, a faith-driven multifamily real estate investment firm, has been approved to offer its investment products through one of the top three financial custodial platforms in the United States. That platform serves more than half of the nation's independent registered investment advisors, according to the company. The approval represents a major distribution milestone for the Bluffton, South Carolina-based firm, because it allows thousands of independent financial advisors to present Investing With Purpose's offerings directly to their clients for the first time.
The significance of the approval extends beyond a single firm's growth. It reflects a broader shift in the private alternatives market, where independent registered investment advisors are increasingly seeking access to institutional-caliber investment strategies that align with their clients' values as well as their financial goals. Until recently, many faith-driven and values-aligned investment products were inaccessible through mainstream custodial channels. That lack of access limited the ability of financial advisors to formally recommend such products, regardless of client demand. By clearing the platform's due diligence requirements, Investing With Purpose has removed a key structural barrier that has kept values-aligned private real estate strategies out of many advisor portfolios.
"We want to be where advisors are," said Steven Libman, founder of Investing With Purpose. "This gives us the opportunity to work with financial advisors who can bring what we do to families that are already asking the right questions about what their capital is supporting – they just haven't had access to a vehicle like this through their existing advisor relationship."
The approval process required the firm to meet the platform's due diligence standards across fund structure, compliance infrastructure, reporting, and operational history. Meeting those standards signals that faith-driven investment offerings can satisfy the same institutional scrutiny applied to mainstream private alternatives. That could encourage other values-aligned managers to pursue similar distribution channels, potentially expanding the universe of options available to advisors and their clients.
Investing With Purpose intends to use the expanded distribution channel to deepen relationships with Kingdom advisors and faith-aligned wealth management professionals who are already navigating client conversations about purpose, legacy, and values-aligned capital deployment. The firm is not currently accepting capital through this channel and anticipates beginning advisor relationship building in the coming months ahead of a formal launch.
For independent advisors, the development means a new option may soon be available through familiar custodial infrastructure, reducing operational friction and making it easier to discuss values-based real estate allocations with clients. Independent advisors seeking more information are encouraged to reach out directly through the firm's website at iwpurpose.com.
