Establish
In order to determine the scope of our engagement, we must first begin with your vision. With focus on the what and the why, this is both the most exciting and important part of the process. By the conclusion of this step, all parties will reach a consensus to move forward based on the agreed-upon costs and services provided.
Gather
The quality of the output is directly influenced by the quality of the input. In order to make appropriate recommendations a clear and accurate snapshot is needed. We securely gather data in a fashion that is most suitable for each individual client. At The Breit Group, security and confidentiality are paramount.
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].
Analyze
Here we combine quantitative and qualitative metrics to effectively analyze and prioritize. While software and AI have gained great momentum, it is the combination human personalization that allows our clients to "Discover Alignment". During this stage we will further pressure test the data prior to development of strategies.
Develop
While our team takes the lead in developing the plan, your role remains integral throughout the process-much like fingerprints, unique and essential. Open communication ensures that the plan aligns with your vision.
Implement
With a plan in hand, it is fair to wonder if you can handle the rest on your own. Even in cases where the answer is yes, it often makes sense to leverage our team for support and expertise. We are committed to overcoming challenges and pursuing your vision.
Review
Even the most well-crafted plans require review. Adaptability is the only way to navigate the uncertainties of this life. Through the ups, the downs, and even the mundane—regular reviews help keep your plan aligned, responsive, and on track.
