
Cybersecurity Statement
At The Breit Group, LLC, protecting client data and maintaining the security and integrity of our systems is a top priority. As an SEC-registered investment advisor, we are committed to implementing cybersecurity practices that meet or exceed regulatory standards.
We use a combination of administrative, technical, and physical safeguards to protect confidential client information from unauthorized access, misuse, or disclosure. Our cybersecurity framework is regularly reviewed and updated in response to evolving threats, industry developments, and regulatory guidance.
Our safeguards include, but are not limited to:
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Use of secure, encrypted communication channels and data storage
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Multi-factor authentication for access to sensitive systems
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Ongoing employee training and awareness programs
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Regular risk assessments and vulnerability testing
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Incident response protocols to address potential security events
Third-Party Vendors
We carefully evaluate and monitor the cybersecurity practices of third-party vendors with whom we share sensitive information. All vendors must demonstrate a commitment to data security and confidentiality and are contractually obligated to maintain appropriate security controls that align with our standards and regulatory requirements.
Before engaging with any vendor, The Breit Group, LLC conducts a due diligence review, including assessing cybersecurity policies, practices, and any history of data incidents. We continue to monitor third-party vendors for compliance on an ongoing basis.
While no system is entirely immune to risk, The Breit Group, LLC is proactive in our approach to cybersecurity and vendor oversight to ensure your personal and financial information remains protected.
If you have any questions about our cybersecurity practices, please contact us at [email protected].