Investing With Purpose Secures Custodial Platform Approval, Opening Faith-Driven Real Estate Investments to Thousands of Advisors

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's announcement. The approval represents a major distribution milestone, enabling thousands of independent financial advisors 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 approval on a platform of this scale, Investing With Purpose is positioned to help close that gap for advisors and the families they serve.

"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 signals that Investing With Purpose has built the operational and compliance foundation necessary to work within mainstream custodial channels, a critical step for any private investment manager seeking broader 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 Texas, the nation's fastest-growing state for both population and financial services activity, the announcement carries particular relevance. Texas is home to a large and expanding community of independent advisors and wealth management firms, many of which serve clients who prioritize values-aligned investing. Access to a faith-driven multifamily real estate strategy through a mainstream custodial platform could give those Texas advisors a new tool to address client demand that has previously gone unmet through traditional channels. The move also underscores how private alternatives are becoming more accessible to independent advisors nationwide, potentially reshaping how values-driven capital is deployed into real estate markets, including the multifamily sector that continues to absorb strong demand across Texas metros.