For RIAs and allocators serving faith-aligned clients. Full due-diligence package, quarterly tear sheets, and a direct line to advisor relations.
Investing With Purpose is now accessible to RIAs and financial advisors through a leading custodial platform, making it easier to add IWP offerings into client portfolios.
We work directly with advisor offices to provide a seamless experience from onboarding through ongoing support—including advisor-ready and co-branded materials, streamlined implementation, and a dedicated advisor relations contact.
Institutional access. Personalized support. Purposed investing.
Fact sheet, private placement memorandum, operating agreement and subscription agreements delivered through a secure advisor portal.
Financial performance, occupancy, NOI vs. underwriting, distribution updates, and Purposed CARE impact metrics — advisor-formatted.
15 questions every allocator should ask — with IWP's verified answers. Use it on us, or any other operator across the table.
Full deal-level performance data and facilitated introductions to prior investors and institutional partners.
White-labeled presentation decks and client-facing summaries for your practice. Available on request.
A direct line to Thomas Hlohinec, Head of Advisor Distribution, and the advisor desk — not a call center. Same-day response commitment.
Performance under the leadership of Steven Libman, including investments managed under prior platform (Integrity Holdings Group). Past performance is not indicative of future results.
We respond to every advisor inquiry within one business day.
