Robertson Investment Management data breach
Incident readout
- Company
- Robertson Investment Management
- Reported to
- Indiana Attorney General
- Filed
- May 30, 2025
- People affected
- Not stated in the filing
- Incident type in filing
- Not stated
- Our review
- Investigation Open
Was this a ransomware attack?
The filing does not say ransomware was involved. We do not label an incident ransomware unless the company’s report says so. Whatever the cause, the steps to protect yourself and the legal question are the same.
What we know
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.
See every breach reported in Indiana or read what to do after a ransomware attack.
After the Robertson Investment Management incident: what to do and your options
- What should I do after getting the Robertson Investment Management data breach notice?
- Keep the letter and the envelope, and note the date it arrived. Freeze your credit with Equifax, Experian and TransUnion, change any passwords the notice mentions, and sign up for any free credit monitoring the letter offers. Then check whether you may have a claim.
- Did Robertson Investment Management offer free credit monitoring?
- Any free monitoring Robertson Investment Management is offering will be described in the notice you received, along with an activation code and a sign-up deadline. Enrolling does not give up your right to bring a claim.
- Can I sue Robertson Investment Management over the data breach?
- It depends on what was exposed, the law in Indiana and your own state, and whether you've been harmed. Most people take part through a class action rather than suing alone. Keep your notification letter — it's the proof that connects you to the breach.
- Do I need a Robertson Investment Management data breach lawyer or attorney?
- Whether the company's systems were encrypted by ransomware or data was simply taken, the legal question is the same: did it protect your information the way the law requires? An attorney can review your notice for free, and these cases are usually handled on contingency.
- Is there a Robertson Investment Management data breach class action lawsuit?
- Law firms often open an investigation after a breach notice like this one, and a class action lawsuit may follow. This page doesn't confirm that a lawsuit has been filed against Robertson Investment Management. You usually don't have to join a class action to be included — if a settlement is reached, class members are notified and can file a claim.
- Is the Robertson Investment Management data breach letter legit or a scam?
- A notice from Robertson Investment Management in the mail matches the breach Robertson Investment Management reported to the Indiana Attorney General on May 30, 2025. Check that the company name and dates in your letter match that filing. A real notice of data security incident won't ask for your password, Social Security number or a payment — if it does, contact Robertson Investment Management through a phone number or website you find yourself.
- How much could a Robertson Investment Management data breach settlement or claim be worth?
- There is no set amount, and no Robertson Investment Management settlement is confirmed here. In past data breach settlements, payments depended on what data was exposed and on documented losses — fraud, out-of-pocket costs and time spent dealing with the breach. Keep receipts and records; they're what damages claims are built on.
Other breaches reported in Indiana
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Attorney advertising. This page reflects a public regulator filing; it does not mean a lawsuit has been filed or that the company did anything unlawful. Submitting a review request does not create an attorney-client relationship.