Investment Firm & Financial Planner Folders
Custom branded presentation pocket folders for financial companies.
How can a custom folder help you as an investment & financial planner?
- Present client investment options and hold marketing materials.
- Hold signed documents & other important paperwork.
- Hold your business card, keeping your contact information easily accessible.
- Build consistent branding for your company.
- Give your business a polished & professional look.
One of the challenges of a financial professional is to build strong customer relationships. When a customer comes to you for financial advice, it is essential to put forth a professional & trustworthy image. If you present their investment options in a customized presentation folder, you will build client retention and likely earn customers referrals.
Who uses our Investment Firm Pocket Folders
From small startups to large international firms, Easy Pocket Folders can create a full-color printed or foil imprinted financial presentation folder that aligns with your firm's marketing strategy. Whether your investment company provides services to seasoned investors or you provide financial advice to recent college graduates, a professional business folder will help build client relationships and provide direct advertising for your company.
A pocket folder is long-term advertising
Unlike other advertising, a folder is seldom thrown away as it contains important records that the customer should keep. This means that your folder will stick around for a long time, making it important to have your company logo, office phone & address or other contact information printed or imprinted on the front.
Designing Your Financial Presentation Folders
Folder design is easy! Adding your company name and logo can is a simple yet effective design. For an extra splash of color, consider adding your main company color to the inside pockets. We've shown a few folder design examples above for inspiration, but here are some more design tips and ideas to keep in mind:
- Folder Size: We offer standard, legal and small mini folders. For exact folder sizes and to download EPS and PSD templates, check out our pocket folder templates page.
- Paper Stock: Choose from 46 choices. For an inexpensive option, you can't beat our standard white gloss paper, or for an elegant appearance, we offer textured papers.
- Imprinting Options: Your business name and logo imprinted in one or two foil colors on a solid color background is a simple yet professional look. We also offer 1- to 4-color printing for even more custom presentation folder options.
Personalize your investment industry pocket folders now!
Create your custom folders today!
Budget Investment Firm Folders (Glossy White Only)
Standard 9" x 12" Investment Firm Folders
Legal 9" x 14-¼" Investment Firm Folders
Mini Investment Firm Folders
Custom imprinted presentation folders ship in 5-7 business days.