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. The approval is a distribution milestone that allows thousands of independent financial advisors to present the firm's offerings directly to 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 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 remained inaccessible through mainstream custodial channels, limiting advisors' ability to formally recommend them even when client demand existed. By clearing the platform's due diligence requirements, Investing With Purpose removes a key structural barrier between values-aligned capital and the advisors who guide it.
"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 requirements signals that faith-based investment products can satisfy the same institutional scrutiny applied to other private alternatives, potentially encouraging more values-driven managers to pursue mainstream distribution.
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.
For independent advisors, the development could mean a new option for clients who want their portfolios to reflect their convictions without stepping outside mainstream custodial infrastructure. For the broader alternatives market, it suggests that values alignment is moving from a niche preference to a distribution requirement. As demand for purpose-driven investing grows, platforms that once excluded faith-based products may face pressure to widen their menus, and firms that can pass institutional due diligence may find a larger addressable market than ever before.
