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.

What does Fidelis Management Services do?

Fidelis Management Services (FMS) is an independent advisory firm. We help leaders make high-consequence decisions with confidence by producing decision-quality information: disciplined collection, verification, documentation, early risk identification, and clear executive reporting. In practice, that means we come in, evaluate a situation independently, and help guide the establishment of the processes and controls that protect capital, people, and sensitive work.

Who do you typically work with?

Primarily private clients and family offices, and the owners, developers, lenders, and investors around major capital projects. We also advise corporate, technology, and government-contracting organizations that need an independent view of security, insider, and technology-protection risk. Engagements are built for leaders who want an accurate, documented picture before they commit.

How is FMS different from a security company, a general contractor, or an IT firm?

FMS does not sell the things it evaluates, and that independence is the point. We are not a guard-force provider, a construction contractor, or an IT/cybersecurity vendor, so our findings are not shaped by a product or a service we are trying to sell you. We provide an objective, outside assessment and reporting you can act on.

FMS looks principal-led. Who actually does the work?

FMS is intentionally principal-led. On every engagement 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 rather than a junior team. When a matter calls for it, vetted specialists are brought in. As the firm grows, that standard, senior people and direct accountability, will not change.

What is a "retained advisor" engagement, and how does one start?

Many clients keep FMS on a retained basis: we come in, independently evaluate the situation, help stand up the right processes and controls, and remain available as a trusted advisor as things evolve. Others engage FMS for a defined, fixed-scope review. Either way, it starts with a brief conversation through the Contact page. Nothing sensitive is needed up front, and an engagement begins only through a separate, mutually agreed written arrangement.

Do you conduct investigations or background checks?

No. FMS does not conduct licensed private investigations or background investigations. Our work is independent review, verification, and documentation, advisory in nature, delivered so you can make informed decisions and direct appropriately licensed providers where that is warranted.

Do you assess our IT systems or cybersecurity?

No. FMS does not assess IT infrastructure, networks, or cyber defensive posture, and does not perform technical security work. Our premise is that people are the primary threat vector: even most "cyber" losses turn on a human-enabled vulnerability. We advise on the human dimension of technology protection, the people, partners, access, travel, and information practices through which sensitive technology is actually lost, and coordinate with your technical teams rather than replacing them.

What is Capital Project Governance, and when do we need it?

Capital Project Governance is independent, non-executing oversight for capital at risk. On major projects, money is committed before results are visible, information is fragmented across contractors and vendors, optimism bias is common, and problems tend to surface late, when they are most expensive to fix. FMS gives owners, developers, lenders, and investors an independent line of sight: field verification, budget and schedule visibility, documentation, and early escalation, so you see the project clearly and protect your investment.

How do you handle confidentiality and sensitive information?

Discretion is fundamental to how FMS works. Early conversations can stay at a general level, and we arrange a secure means to discuss anything sensitive. Please do not send classified, legally privileged, or confidential third-party information through the website; the contact form is for general business inquiries only. See our Privacy & Data Notice for how website information is handled.

How do you price engagements?

Pricing is engagement- and scope-based. Because every organization, problem, and situation is different, FMS does not publish a standard hourly rate; the investment reflects the scope, complexity, and duration of the specific engagement. After a short scoping conversation, FMS provides a clear proposal, whether a fixed-scope review or an ongoing retained-advisor arrangement, so you know the scope and cost before any work begins.

CISANDRA

A Complete Counterintelligence Team for an Office of One

Your knowledge. Your environment. Your analytical partner.

Most organizations that need counterintelligence cannot staff a counterintelligence team. The work falls to one security officer, one compliance lead, or one program manager who also has another job. CISANDRA, the on-site counterintelligence tool suite Fidelis installs and supports, helps that small office support a large mission. It gives one person what a full team provides: a curated reference foundation, the organization's own memory of what it has seen and decided, and Sandy, an analytical partner who works alongside them by text or voice.

The name stands for Counterintelligence Support Agent and Nexus for Dynamic Risk Awareness. Consider it your CI Team in a Box.

Ask About CISANDRA

Three Connected Capabilities

CI Expert Corpus

A curated foundation of authoritative references, supplemented by your organization's approved material. Claims and conclusions stay traceable to their supporting sources.

CI Second Brain

Your organization's persistent analytical memory: context, relationships, reviewed findings, and the reasoning behind decisions. Evidence, inference, and human-approved judgments stay distinct.

Sandy

Your text-and-voice interface to CISANDRA. Ask questions, explore connections, compare explanations, examine citations, and revisit earlier assessments through a natural conversation.

What One Person Can Do With CISANDRA

Surface connections and emerging patterns across multiple sources.
See the premises, citations, uncertainty, and alternative explanations behind an assessment.
Apply independent analytical scrutiny before a decision, the way a second analyst would.
Build threat estimates, risk and vulnerability assessments, mitigation strategies, and evaluation and training plans.
Keep institutional knowledge when people move on, and reopen prior work with its evidence and review history intact.

What the Name Means

Counterintelligence Support Agent

Sandy's role: supporting professional judgment, never replacing it.

Nexus

The environment connecting sources, people, events, indicators, and assessments.

Dynamic Risk Awareness

An understanding of risk that changes as evidence and circumstances change.

Built Around Your Organization

The base system arrives configured for use after onboarding. Add approved references and connect selected knowledge repositories to give Sandy the context of your mission, operations, and priorities. Through reviewed feedback and retained context, Sandy becomes increasingly tailored to your needs while preserving access boundaries and analytical standards.

Local Capability. Fidelis Support.

Core analysis and organizational memory operate on dedicated hardware at your site. Optional connected services use client-approved providers, data-sharing rules, and billing arrangements, and can remain disabled where required.

Fidelis provides deployment, onboarding, and subscription-based maintenance and support, with updates delivered through agreed on-site or approved connected arrangements.

For Commercial and Federal Organizations

Commercial and Institutional

For a company, university, or research institution with no counterintelligence staff, CISANDRA keeps the threat picture, the evidence, and the reasoning behind each decision in one place, under your control.

Commercial and Institutional

Federal and Defense

For a department, program, or mission partner without an organic counterintelligence element, CISANDRA provides a standing analytical capability that stays on site and follows the organization's own data-sharing rules.

Federal and Defense

CISANDRA and Fidelis Advisory

CISANDRA stands on its own or alongside a Fidelis engagement. It is offered separately, and Fidelis never presents it as the answer to an assessment's findings.

What CISANDRA Does Not Do

CISANDRA is a tool suite, not a solution. It supports analysts and decision-makers. It does not conduct counterintelligence operations or investigations, monitor employees, or make decisions for you, and it does not replace an authorized counterintelligence or law enforcement element.

CISANDRA is the system. Sandy is your analytical partner. Your people retain the judgment.

Ask About CISANDRA

CISANDRA

A Complete Counterintelligence Team for an Office of One

Three Connected Capabilities

CI Expert Corpus

CI Second Brain

Sandy

What One Person Can Do With CISANDRA

What the Name Means

Counterintelligence Support Agent

Nexus

Dynamic Risk Awareness

Built Around Your Organization

Local Capability. Fidelis Support.

For Commercial and Federal Organizations

Commercial and Institutional

Federal and Defense

CISANDRA and Fidelis Advisory

What CISANDRA Does Not Do

FIDELIS MANAGEMENT SERVICES