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Backer Services

  • How secure is Backer? How do you keep my personal information safe?
  • What is your relevant experience, including your licenses, education, and other qualifications?
  • Does Backer have any disciplinary history?
  • Is Backer right for me? Given my financial situation, should I choose an investment advisory service like Backer?
  • How does Backer make money? Are there conflicts of interest that affect me? How are they addressed?
  • What would happen to my account if Backer were to be acquired, go public, or cease doing business?
  • Where can I obtain additional information about your services?
  • Who is my primary contact person? Who can I talk to if I have questions or concerns?
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Backer is the tradename of Principly, Inc., an SEC-registered investment adviser. Our internet-based investment advisory services are designed to assist clients in saving for education and are not intended to provide comprehensive tax advice or financial planning. Our services are available to U.S. residents only. Backer is the tradename of Principly, Inc., an SEC-registered investment adviser. Our internet-based investment advisory services are designed to assist clients in saving for education and are not intended to provide comprehensive tax advice or financial planning. Our services are available to U.S. residents only. Read more Show less ↑
© Backer 2022