Strauss Borrelli PLLC, a leading data breach law firm, is investigating The Portfolio Strategy Group, LLC (“PSG”) regarding its recent data breach. The PSG data breach involved sensitive personal identifiable information belonging to an undetermined number of individuals.
ABOUT THE PORTFOLIO STRATEGY GROUP, LLC:
PSG is an investment and wealth planning advisor based in New York. Founded in 1990, PSG serves over 400 clients with personalized investment strategies.3 Offering affluent individuals and families asset allocation services, as well as an open architecture approach to investing for institutions, PSG seeks to aid a variety of clients.4 Headquartered in White Plains, New York, PSG employs over 40 individuals.4
WHAT HAPPENED?
Recently, PSG reported to the Attorney General of New Hampshire that it had experienced a data breach in which the sensitive personal identifiable information in its care may have been compromised. According to the breach notice, on May 8, 2025, PSG identified suspicious activity within one employee’s email account.1 As a result, PSG launched an investigation to determine the nature of the incident.
Through its investigation, PSG confirmed that files containing sensitive personal information in its email system belonging to PSG clients may have been accessed by an unauthorized third party.1 As a result, PSG began a reviewed of the files to determine what information had been impacted, as well as identify the specific individuals affected. While the information impacted varies depending on the individual, the type of information potentially exposed includes:
- Name
- Social Security number
- Financial account information
- Account information
On June 25, 2025, PSG began mailing data breach notification letters to the impacted individuals. Based on the breach notice sent to New Hampshire residents, PSG is providing affected individuals with a list of the specific types of sensitive information impacted and 24 months of complimentary credit monitoring services. A link to the form breach notification letters that PSG filed with the Attorney General of New Hampshire is below.
If you received a breach notification letter from The Portfolio Strategy Group, LLC:
We would like to speak with you about your rights and potential legal remedies in response to this data breach. Please fill out the form, below, or contact us at 872.263.1100 or sam@straussborrelli.com.
