What Is This About?

If you recently received an email or letter from The Portfolio Strategy Group, LLC (“PSG”) concerning a data breach, you may be entitled to compensation. The Portfolio Strategy Group recently disclosed that it was the victim of a data breach that may have compromised the sensitive personal information of individuals.

What Happened?

On May 8, 2025, PSG identified suspicious activity within an employee’s email account. Upon detection of this suspicious activity, PSG launched an investigation with the assistance of third-party cybersecurity experts to determine the nature and scope of the incident. On June 5, 2025, the investigation revealed that an unauthorized third party gained access to sensitive files in PSG’s email system. PSG began mailing data breach notification letters to affected individuals on June 25, 2025

What Information Was Impacted?

Upon information and belief, the following types of sensitive personal and protected health information may have been compromised:
  • Full names;
  • Social Security numbers; and
  • Financial account information.

What Action Can You Take?

My Data Breach Attorney is investigating whether affected users are entitled to compensation. If you received a notice from The Portfolio Strategy Group, LLC there is no cost or obligation to participate. Follow the link below to find out about your rights and potential legal remedies available.

About The Portfolio Strategy Group, LLC

The Portfolio Strategy Group, LLC, headquartered in White Plains, New York, is an investment and wealth planning firm. PSG serves clients with personalized investment strategies and asset allocation services.

About

My Data Breach Attorney

Backed by the nationally recognized law firm Levi & Korsinsky, we combine decades of legal expertise with an unwavering focus on consumer advocacy. Levi & Korsinsky is a nationally recognized consumer advocacy law firm that has recovered hundreds of millions of dollars against the largest of corporations. The firm is a 100% contingency firm – we don't get paid unless you get paid! Prior results do not guarantee similar outcomes.

Frequently Asked Questions

Know Your Legal Rights After a Data Breach Incident

A data breach occurs when sensitive, confidential, or protected information is accessed, disclosed, or stolen without authorization. This may include personal data, financial information, medical information, or business secrets.

Our firm provides the following services:

  • Investigating the breach and determining liability.
  • Filing lawsuits or claims against negligent companies.
  • Helping recover financial damages.
  • Advising on legal steps to protect your rights.

As a consumer, you have the right to:

  • Be notified of the breach under U.S. laws, such as the California Consumer Privacy Act (CCPA) or General Data Protection Regulation (GDPR) if applicable.
  • Seek compensation for financial or reputational harm.
  • Take legal action against the entity responsible for negligence.

Depending on the case, you may be entitled to:

  • Reimbursement for financial losses (e.g., identity theft).
  • Compensation for emotional distress or loss of privacy.
  • Punitive damages if negligence is proven.

Yes, time is critical. If you suspect your data has been compromised:

  • Secure your accounts by changing passwords.
  • Monitor your credit reports for unusual activity.
  • Contact a law firm to explore legal options for compensation.

Our firm works on a contingency fee basis, meaning you pay nothing upfront. We only get paid if we recover compensation for you.