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 is 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. By gaining platform access, Investing With Purpose is helping to close that gap, giving advisors a formal channel to recommend investments that reflect both financial objectives and faith-based values.
"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 approval signals growing momentum for values-based investing within mainstream wealth management. As more independent advisors look for strategies that resonate with clients' personal convictions, platform access for faith-driven products could accelerate adoption of alternatives that were once sidelined. For Investing With Purpose, the milestone positions the firm to scale its advisor network and bring its multifamily offerings to a much wider audience.
