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.

How Fidelis Works

One sequence. Four products. Each one answers a single question.

Understand

Threat Estimate

Who could harm us, and how?

Map

Risk & Vulnerability Assessment

Where are we exposed?

Reduce

Risk & Vulnerability Mitigation Strategy

What do we do first?

Sustain

Evaluation & Training Plan

Does it work, and can we keep it working?

↺ Results feed back: a new threat returns to step 1, a changed exposure to step 2, a measure that failed to step 3.

What Fidelis Delivers, and Its Role at Each Step

1 · Understand

Fidelis delivers

▸ The Threat Estimate: who would target you, what they want, and how they operate, drawn from publicly available sources and from your internal information under handling terms agreed in writing
▸ An executive threat briefing

Fidelis's role

Analyst and advisor. Frames what must be protected and the decision at stake, then judges which threats are credible.

2 · Map

Fidelis delivers

▸ The Risk & Vulnerability Assessment
▸ The Risk Awareness Architecture Assessment (RA3): whether threat information reaches the right decision-maker in time to act

Fidelis's role

Independent assessor. Interviews, records review, and tracing of real reports, measured against what should be true.

3 · Reduce

Fidelis delivers

▸ The Risk & Vulnerability Mitigation Strategy
▸ Implementation support while your teams put it in place

Fidelis's role

Strategist, then advisor through implementation. Fidelis stays engaged to resolve issues and adjust the plan; your people and providers do the work.

4 · Sustain

Fidelis delivers

▸ Evaluation: tabletop and red team exercises that test whether the measures hold, authorized in writing with stop conditions
▸ Training: hands-on instruction for individuals and teams, built around your specific problem and threat

Fidelis's role

Evaluator and trainer. Tests the protection, prepares the people who carry it, and returns findings to the step that owns them.