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. The platform serves more than half of the nation’s independent registered investment advisors, according to the firm’s announcement. The approval represents a significant distribution milestone, enabling thousands of independent financial advisors across the country to present Investing With Purpose’s offerings directly to their clients for the first time.
The development reflects a broader shift in the private alternatives market, where independent RIAs 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 have been inaccessible through mainstream custodial channels, limiting the ability of financial advisors to formally recommend them regardless of client demand.
“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. 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 move matters because it signals that faith-based investment strategies are gaining traction in mainstream wealth management. By securing access to a custodial platform that reaches more than half of the nation’s independent RIAs, Investing With Purpose is positioned to bridge a gap between client demand for values-aligned options and the limited availability of such products through traditional advisory channels. For independent advisors, the approval could mean new tools to address growing client interest in investments that reflect personal beliefs alongside financial returns. For the broader private alternatives market, it underscores a shift toward accommodating values-driven strategies within institutional-grade frameworks. As the firm builds relationships with advisors in the coming months, its progress will be a test of whether faith-aligned real estate investments can scale within the mainstream RIA ecosystem.
