The Robertson Investment Management Data Breach: Reported Filing Facts

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.

State: Indiana
Breach date: August 19, 2024
Reported: May 30, 2025

What to do if you were affected

These general steps can help limit the risk of identity theft and fraud after any data breach.

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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