Curated News
By: NewsRamp Editorial Staff
October 06, 2026
Faith-Driven Real Estate Firm Gains RIA Platform Access
TLDR
- Investing With Purpose gains access to a custodial platform serving most independent advisors, expanding its distribution reach significantly.
- The firm met due diligence standards for fund structure, compliance, reporting, and operational history to join a top custodial platform.
- Faith-driven Investing With Purpose enables advisors to offer values-aligned real estate investments, helping families align capital with purpose.
- Independent advisors can soon present faith-based multifamily real estate offerings from Investing With Purpose, a first for many.
Impact - Why it Matters
This news matters because it marks a significant step toward mainstreaming values-aligned investments within the independent advisor community. For years, faith-driven and purpose-focused investment products have been largely excluded from major custodial platforms, making it difficult for advisors to offer them even when clients expressed interest. By securing approval on a platform that serves more than half of the nation’s independent RIAs, Investing With Purpose is helping to bridge that gap. This could empower thousands of advisors to better serve clients who want their investments to reflect their values, while also signaling to the broader financial industry that demand for such products is real and growing. Ultimately, it may accelerate the availability of institutional-caliber, faith-based strategies across the wealth management landscape.
Summary
Investing With Purpose™, a faith-driven multifamily real estate investment firm based in Bluffton, South Carolina, has achieved a major distribution milestone by gaining approval to offer its investment products through one of the top three financial custodial platforms in the United States. This platform serves more than half of the nation’s independent registered investment advisors, meaning thousands of RIAs can now present the firm’s offerings directly to their clients for the first time. The approval signals a broader shift in the private alternatives market, where independent advisors are increasingly seeking institutional-caliber strategies that align with clients’ values as well as their financial goals. Previously, many faith-driven and values-aligned products were inaccessible through mainstream custodial channels, limiting advisors’ ability to recommend them despite client demand.
Steven Libman, founder of Investing With Purpose, emphasized the firm’s desire to meet advisors where they are. “We want to be where advisors are,” Libman said. “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 required the firm to meet stringent due diligence standards across fund structure, compliance infrastructure, reporting, and operational history. Investing With Purpose plans to use this expanded channel to deepen relationships with Kingdom advisors and faith-aligned wealth management professionals who navigate conversations about purpose, legacy, and values-aligned capital deployment.
The firm is not currently accepting capital through this channel and expects to begin advisor relationship building in the coming months ahead of a formal launch. Independent advisors seeking more information are encouraged to visit iwpurpose.com. This development matters because it opens the door for a broader range of investors to access faith-based real estate strategies through their existing advisory relationships, potentially reshaping how values-driven capital flows in the private markets.
Source Statement
This curated news summary relied on content distributed by Keycrew.co. Read the original source here, Faith-Driven Real Estate Firm Gains RIA Platform Access
