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.

Technology Protection and Emerging-Technology Risk

The People Who Want Your Technology Rarely Break In

Some of the most consequential threats do not begin with a break-in. It is a foreign intelligence service, a competitor, or a strategic investor working patiently to acquire what you have built: through recruiting your researchers, investment and partnership offers, joint research, and travel. This is the outside interest coming for your most valuable work, and it comes through channels that look entirely legitimate. Fidelis helps founders, security leaders, counsel, and investors see how their research and IP are exposed to that interest, and document it in terms a board can act on.

Discuss Technology Protection

Who Hires Fidelis

AI, defense-tech, biotech, and advanced-manufacturing companies protecting proprietary technology
Research organizations and universities managing sensitive programs and collaborations
GovCon and IP-intensive firms with contractual or national-interest sensitivity
Founders, boards, and investors who want an independent view of technology-protection risk

Engagements are scoped for companies without a large security organization. A focused review gives you and your board an independent view without committing to a year-long program.

How Sensitive Technology Actually Gets Targeted

Valuable technology is rarely lost through a dramatic breach. More often it leaves through legitimate-looking channels:

Recruiting and talent programs aimed at your key researchers
Investment, partnership, and acquisition interest that comes with strings attached
Academic and research collaboration that quietly widens access
Business travel to higher-risk jurisdictions
Vendors, contractors, and collaborators whose access grows faster than anyone tracks

Fidelis helps you see this exposure clearly and manage it in proportion, protecting your work without profiling your people.

Why Technology Exposure Is Underestimated

The value sits in IP, research, and a few key people as much as in systems
Exposure runs through vendors, partners, collaborators, travel, and hiring
Growth, funding, and new partnerships widen the surface faster than controls keep up
The loss is often invisible until it shows up in a competitor, a filing, or a market

What Fidelis Reviews

Sensitive-technology and IP exposure
Research and development risk
Vendor, partner, and contractor access
Personnel, travel, and facility risk
Information-handling and collaboration practices

What Fidelis Does

Fidelis reviews technology-protection risk from a people-, partner-, and information-centered perspective. In a typical engagement, Fidelis assesses where sensitive technology and IP are exposed, reviews research and development risk, evaluates vendor, partner, and contractor access, documents personnel, travel, facility, and information-handling risk, and delivers executive reporting for founders, security leaders, counsel, investors, or boards.

Fidelis provides independent review, documentation, and recommendations. It does not perform the technical security work it assesses, which keeps the reporting objective.

What Clients Receive

A review of your sensitive-technology and IP exposure
A research and development risk assessment
Documentation of vendor, partner, and access risk
Findings on personnel, travel, and information-handling risk
An executive summary and a decision-support briefing

Protecting valuable or sensitive technology?

Tell Fidelis what you need to protect and who you think wants it.

Discuss Your Risk Environment