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. That platform serves more than half of the nation’s independent registered investment advisors, according to the firm. 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. By gaining platform access, Investing With Purpose positions itself to bridge that gap for advisors whose clients are asking deeper questions about how their capital is deployed.
“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 operate within the same rigorous frameworks as traditional alternatives, potentially encouraging more values-aligned managers to pursue mainstream custodial access.
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. Additional details are available at iwpurpose.com.
For the Long Beach area and the broader independent advisory community, the announcement underscores a growing expectation among investors that their portfolios reflect their personal convictions. Advisors who serve faith-oriented clients may soon have a new option to discuss, while the private alternatives market could see further demand for products that pair institutional discipline with intentional values frameworks. As the firm builds advisor relationships in the months ahead, the milestone may serve as a bellwether for how values-aligned real estate investments gain traction through mainstream wealth management channels.
