Investing With Purpose™, a faith-driven multifamily real estate investment firm based in Bluffton, South Carolina, has been approved to offer its investment products through one of the top three financial custodial platforms in the United States, according to the company. That platform serves more than half of the nation's independent registered investment advisors, a milestone that significantly expands the firm's distribution reach and allows thousands of advisors to present its offerings directly to clients for the first time.
The approval reflects a broader shift in the private alternatives market, where independent RIAs are increasingly seeking institutional-caliber investment strategies that align with clients' values as well as their financial goals. Until recently, many faith-driven and values-aligned investment products were inaccessible through mainstream custodial channels, limiting advisors' ability to formally recommend them regardless of client demand. By securing a place on a major custodial platform, Investing With Purpose is positioning itself at the intersection of two growing trends: the demand for alternative investments and the desire for values-based portfolio construction.
"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. That scrutiny is significant for advisors and their clients, as it provides an added layer of institutional validation for a firm operating in the often opaque private real estate space. For advisors, the development could mean an easier path to incorporating values-aligned real estate into client portfolios without venturing outside approved custodial channels.
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. Independent advisors seeking more information are encouraged to reach out directly through the firm's website at iwpurpose.com.
The implications extend beyond a single firm. If faith-driven and values-aligned products gain traction through mainstream custodial platforms, it could encourage more alternative investment managers to pursue similar approvals, giving independent advisors a wider array of options that speak to clients' moral and religious convictions. For investors, the move signals that values-based investing is moving from a niche offering toward a more integrated part of the financial advice landscape. For the broader wealth management industry, it underscores the growing influence of independent RIAs and the platform gatekeepers that control access to them.
Investing With Purpose invests in multifamily assets nationally, combining institutional-caliber investment management with an intentional values framework where capital meets calling. The firm's new platform access marks a notable step in its effort to serve advisors and families who want their investments to reflect their faith and principles.
