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.

Vendor, Supply Chain, and Third-Party Risk

When Your Risk Runs Through Other People's Hands

A vendor can pass every questionnaire and still create consequential access. Contractors, suppliers, partners, investors, and research collaborators hold part of your risk picture: their people are inside your facilities and systems, they see your information, and their own ownership, relationships, and incentives are rarely visible from the contracting record. Fidelis helps you see where that exposure actually sits, who stands behind the relationship, what they can reach, and how quietly it widens as the relationship deepens, and reduce it before it becomes your incident to explain.

Discuss Third-Party Risk

How Fidelis Frames Third-Party Risk

Relationship

Who owns, controls, funds, and influences the counterparty, and what else they are connected to.

Access

What the relationship can reach: people, facilities, information, systems, and decisions.

Pathway

How a relevant threat could use that access, and which safeguards change the picture.

Decision

What leadership should know before committing, expanding, conditioning, or ending the relationship.

Who Hires Fidelis

Executives dependent on key vendors, suppliers, or partners.
Boards and investors evaluating a partner, investor, or acquirer.
Security, procurement, and legal leaders reviewing third-party risk.
Organizations entering a collaboration, investment, or market with higher-risk counterparties.

Why Third-Party Risk Is Hard to Judge

The questionnaire describes the entity, not the people and owners behind it.
Access grows with the relationship and is rarely re-reviewed.
Subcontractors and affiliates sit beyond the contract.
Incentives, foreign ties, and competing interests are invisible to procurement.

What Fidelis Reviews

Ownership, control, and influence behind the counterparty
Affiliations, subcontractors, and onward relationships
Physical, system, and information access granted by the relationship
Concentration and dependency
Collaboration, travel, and information-sharing practices
Existing due diligence and contractual safeguards

What Fidelis Does

Fidelis provides a threat-informed view of a third-party relationship. In a typical engagement, Fidelis analyzes who stands behind the counterparty, maps the access and dependency the relationship creates, determines whether a relevant threat could use that access, and recommends the contract conditions, access limits, and monitoring that reduce it.

Fidelis does not manage vendors, audit invoices, or perform the work under review; where a matter needs licensed investigation or forensic accounting, Fidelis helps you direct it.

What Clients Receive

Relationship, ownership, and influence analysis
Access and dependency map
Threat-informed exposure findings with evidence, alternatives, and gaps
Recommended contract, access, and monitoring conditions
Executive briefing

Carrying risk that runs through someone else?

Tell Fidelis about the relationship and the decision in front of you.

Discuss Your Risk Environment