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.

Exercises and Training

Test whether the protection holds. Prepare the people who carry it.

Most bad outcomes are not a failure of effort. They happen because a team acted on optimistic reporting, missed the moment to escalate, or trusted information from a party with a stake in the answer. Fidelis does two kinds of work here, and they serve different purposes. Exercises test whether your measures and people perform under realistic pressure. Training builds the specific skills your people need against the specific threat you face.

Discuss Exercises and Training

Evaluation: Exercises That Test the Protection

Tabletop Exercise

A facilitated scenario for leaders and responders, built from your own threat picture and exposure. Fragmentary reports arrive, decisions have to be made, and the exercise shows where escalation, authority, and information flow hold or break.

Red Team Exercise

A realistic, authorized attempt to reach what you protect through people, access, and process, to see whether it is noticed, reported, and stopped. Scope, rules, and stop conditions are agreed in writing with your leadership before it begins.

Program Evaluation

A structured test of whether an insider-risk, technology-protection, or response program is designed well, was implemented as intended, and works over time, with evidence for each.

Training: Built Around Your Problem and Threat

Individual Training

Hands-on, role-specific instruction for the people whose access, travel, research, or position makes them a target: what approaches look like, what to do in the moment, and how to report it.

Team Training

Working sessions for security, HR, legal, research administration, and operations teams on recognizing indicators, documenting what they see, and escalating it through the right channel, using your policies and your cases.

Leadership Decision Workshop

Decision discipline under uncertainty for executives: separating confirmed fact from optimism, recognizing the escalation point early, and weighing information from sources with a stake in the answer.

What Changes for Your Team

After a Fidelis engagement, your people are better prepared for the things that decide outcomes:

Separating confirmed fact from optimistic reporting under time pressure
Recognizing the escalation point earlier, before options narrow
Noticing which of their information sources have a stake in the answer
Running a cleaner, more deliberate decision process the next time it is real

Where This Fits

Exercises and training form the fourth step of the Fidelis sequence, the Evaluation & Training Plan. They can stand alone, and they are strongest when built on a Threat Estimate and Assessment of your actual threat and exposure. Results feed back: a failed measure returns to the Mitigation Strategy, and a new exposure returns to the Assessment. Every exercise and course is designed and led personally by Fidelis's founder.

See How Fidelis Works

Talk to Fidelis

Tell us what you need to test or who you need to prepare. Most engagements begin with a single exercise or course, scoped in writing before work starts.

Discuss Your Risk Environment