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, according to the company. The approval is a distribution milestone that will allow thousands of independent financial advisors to present Investing With Purpose’s offerings directly to their 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 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. That lack of access limited the ability of financial advisors to formally recommend such products, regardless of client demand. By clearing the platform’s due diligence standards, Investing With Purpose has removed one of the structural barriers that has kept values-aligned strategies on the sidelines of mainstream advisory portfolios.
“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-driven investment products can satisfy the operational and regulatory expectations of major custodial platforms, potentially encouraging other values-aligned managers to pursue similar access. The move also gives independent advisors a way to address client conversations about purpose, legacy, and values-aligned capital deployment without steering clients outside their existing advisory relationships.
Investing With Purpose intends to use the expanded distribution channel to deepen relationships with Kingdom advisors and faith-aligned wealth management professionals. 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 the broader wealth management industry, the development highlights how demand for values-based investing is reshaping distribution. As more independent advisors look for institutional-quality strategies that reflect client priorities, platforms that once excluded faith-driven products may face pressure to broaden their offerings. Investing With Purpose’s approval could serve as a test case for whether values-aligned private alternatives can scale through mainstream custodial channels, and whether advisors will embrace them as a standard part of portfolio construction rather than a niche accommodation.
