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Data Breach Law Group Investigates the Robertson Investment Management Data Breach

By Data Breach Law Group | Posted on May 30, 2025 · Indiana

Miami, FL — Data Breach Law Group is investigating a data breach involving Robertson Investment Management, reported to the Indiana Attorney General on May 30, 2025. The firm is reviewing whether affected individuals have legal claims arising from the incident.

Robertson Investment Management is a financial institution that provides wealth management and investment advisory services to its clients. As part of its standard business operations, the firm collects and maintains sensitive personal and financial data, including investment account details, tax documentation, and government-issued identification numbers. In 2025, the company officially reported a data security incident to the Indiana Attorney General, confirming that unauthorized access to its internal systems occurred. If you received a data breach notification letter from Robertson Investment Management, it indicates that your personal information was stored within the affected environment. This notice is intended to inform you of the incident and provide guidance on the steps you should take to protect your financial identity and monitor your accounts for suspicious activity.

If you were affected

  • Stay alert to targeted scams

    Be cautious of calls, texts, or emails that reference this breach. Legitimate organizations won't ask you to confirm sensitive details through an unsolicited message.

  • Keep your notification letter

    Save the notice you received. It documents that your information was involved and is often needed to enroll in any credit monitoring offered or to join a related legal claim.

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Related investigations

This page is attorney advertising and is for general informational purposes only. It is not legal advice, and contacting Data Breach Law Group does not create an attorney-client relationship. Case details are drawn from publicly reported breach notifications and may be updated as more information becomes available. Prior results do not guarantee a similar outcome.