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, a platform that serves more than half of the nation’s independent registered investment advisors. The approval marks a significant distribution milestone for the firm, 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. Meeting those standards is significant because custodial platforms act as gatekeepers for independent advisors, who rely on them to conduct thorough vetting before making investment products available on their marketplaces. Clearing that hurdle means Investing With Purpose has demonstrated the operational and compliance maturity that institutional partners demand.
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 the broader wealth management industry, the approval illustrates how demand for values-based investing is reshaping product distribution. As more independent advisors seek alternatives that reflect client priorities, platforms that once excluded faith-driven strategies are beginning to open their doors. That shift could accelerate the availability of similar products across the RIA channel, giving investors more ways to align their portfolios with their convictions.
Independent advisors seeking more information are encouraged to reach out directly through the firm’s website at iwpurpose.com.
