What does Fidelis Management Services do?

Fidelis Management Services (Fidelis) is an independent risk advisory firm. Fidelis helps leaders identify who and what puts their organization at risk, understand where they are exposed, and reduce that exposure over time — through process and control design, training, and recurring senior advice as new threats emerge.

What does counterintelligence have to do with my company?

Counterintelligence is the discipline of identifying and countering people who are trying to take something from you — information, technology, access, or advantage. In government, that means foreign intelligence services. In the private sector, the same methods show up as a competitor recruiting your researchers, an investor whose interest comes with strings, a partner whose access quietly widens, or an employee on the way out the door. Most security programs are built to defend systems. Fidelis is built to understand the people working around them.

Who does Fidelis typically work with?

Primarily organizations whose people, technology, or information are worth targeting — technology and IP-intensive companies, enterprises with trusted-access risk, and boards and executives facing a more volatile threat environment. Fidelis also advises private clients and family offices, including on significant private projects.

Is Fidelis principal-led?

Yes. You work directly with the founder, a senior national-security and counterintelligence professional, so you get senior judgment and a single accountable point of contact. When a matter calls for it, Fidelis brings in vetted specialists.

Does Fidelis conduct investigations or background checks?

No. Fidelis does not conduct licensed private investigations or background investigations. Its work is independent review, advisory, and documentation so you can make informed decisions and direct appropriately licensed providers where warranted.

Does Fidelis assess IT systems or cybersecurity?

No. Fidelis does not perform technical security work. It advises on the human dimension of technology protection — the people, partners, access, and travel through which sensitive technology is actually lost — and coordinates with your technical teams rather than replacing them.

Commercial and Institutional

Counterintelligence-Informed Risk Advisory for Companies and Institutions

Conventional security is built around systems and controls. The threats that actually cost companies their technology, their people, and their reputation are human. Some are already inside: trusted access, a privileged account, someone on the way out. Others are outside and patient: a foreign intelligence service, a competitor recruiting your researchers, a partner whose interest carries conditions, an investor who wants more than a return.

They work through recruiting, investment, travel, and collaboration rather than through your network.

Fidelis brings counterintelligence discipline to that exposure: identifying which threats are credible, mapping how they reach what you value, reducing those pathways, and keeping them reduced as the threat picture changes.

How an engagement begins

Where Fidelis Applies

Insider Risk and Sensitive-Information Protection

Trusted access creates opportunity; it does not prove intent. Fidelis assesses where intentional, negligent, coerced, or compromised behavior could reach what matters, and builds the governance and escalation routines that let managers act early and in proportion to the evidence.

Technology Protection and Emerging-Technology Risk

For organizations whose value sits in research, inventions, and specialized expertise. Fidelis identifies what deserves enhanced protection, maps how foreign intelligence services and competitors could reach it through recruiting, investment, partnerships, and travel, and recommends measures tied to those pathways.

Targeted-Threat and Executive-Risk Resilience

For executives, facilities, and operations under sustained or personally directed pressure. Fidelis assesses intent, capability, and opportunity, maps exposure across channels, and sets escalation thresholds and response plans before an incident forces them.

Vendor, Supply Chain, and Third-Party Risk

A vendor can pass every questionnaire and still create consequential access. Fidelis examines the ownership, relationships, incentives, and access behind the record so leadership knows what a dependency actually exposes before relying on it.

Exercises and Training

Tabletop exercises, and red team exercises authorized in writing with stop conditions, that test whether your protections hold, and hands-on training for individuals and teams built around your specific threat. Designed and led personally by the founder, and often where a working relationship begins.

For a company or institution with no counterintelligence staff, CISANDRA, the on-site counterintelligence tool suite Fidelis installs and supports, helps one person do the work of a full team: a curated reference foundation, your organization's private analytical memory, and Sandy, an analytical partner your team works with by text or voice. It keeps the threat picture, the evidence, and the reasoning behind each decision in one place, under your control.

Meet CISANDRA

Ways to Begin

Executive Framing Session. A structured working session that defines what must be protected, what concerns you, and the decision you face, and ends with a short written brief on the right next step.

Focused Threat and Exposure Assessment. One program, technology, relationship, or concern, with evidence-supported findings and prioritized options.

Risk Awareness Architecture Assessment (RA3). Follows real reports from first observation to final decision to show whether threat information reaches the right decision-maker in time to act, where it stalls, and what to fix first.

Independent Analytical Review. A second opinion on an existing assessment, threat judgment, or program: whether the evidence supports the conclusion and the recommended action follows from it.

Once a mitigation strategy is agreed, Fidelis stays engaged through implementation and, where useful, on a retained basis as the threat picture changes.

Talk to Fidelis

If your people, your technology, or your information are worth targeting, start a confidential conversation. Most engagements begin with a bounded assessment of one program, relationship, or concern, scoped in writing before work starts.

Discuss Your Risk Environment