Custom Investor & Financial Planner Presentation Folders
We make it easy to order custom folders for your business
Ordering custom folders for your investment firm has never been easier, thanks to our user-friendly online ordering form.
- Upfront prices—no hidden fees at checkout
- A practical, effective marketing tool for your business
- Your custom folders ship in just 7–10 business days
or call us at 1-800-346-3063
Here's what financial planners are using:
Custom investor folders help build client retention and gain referrals.
If clients have nothing but a plain manilla folder for their paperwork, you are missing out on a valuable advertising opportunity. Logo recognition and repetition will help customers remember your company and increase the likelihood of them referring your services to friends and family.
Personalized financial planner folders for every budget.
We can print your logo and professional headshot on the folder, foil stamp your name and logo, or print your logo in one color on a white budget folder. If you're not sure where to get started, contact us and we'll be happy to help you get started.
Order low minimum stock designs.
Need just a few folders? Our Executive Folder is the perfect option for you. Simple foil stripes will highlight your business card, which fits in the die cuts on the front cover. Just choose your paper and foil imprint colors to match your branding. Order minimum is just 25 folders, plus we ship your folders in just 5-7 business days.
Investor Presentation Folder Design Tips
Logo & Contact Information
Make your logo and phone number or website highly visible so clients don't have to search for those important details.
No Stock Photos
Even non design-savvy people can't point out stock photos. Either use a photo taken by you or a professional photographer.
Simplicity Sells
If you don't have a professional headshot to print on your folder, don't worry. Sometimes just your logo and info on a plain white folder is enough to enforce your company's image.
Your personalization options: Print, Foil Stamp, or Emboss
Printed Folders
We use ink offset printing on 9" x 12" and legal folders for clean, crisp images. For mini folders we use digital printing for low order minimums.
Shown: 4-color printed standard folder, Standard White Paper (STANDARD-INK4)
Foil Stamped Folders
Imprint your logo in brilliant metallic or non-metallic foil, available in 23 colors. 1- and 2-color hot foil stamping available.
Shown: 1-color foil stamped standard folder, Black Smooth Paper (STANDARD-FOIL1)
Embossed Folders
Add your logo with subtle blind embossing. Great for any industry, this artistic finishing technique is a sophisticated way to enforce your brand.
Shown: Blue Linen Paper. Get a quote
How to order custom pocket folders online
1. Choose a Style
Mini, 9" x 12" and legal-sized folders, all with two pockets and free business card die cuts.
2. Print or Foil Stamp?
Next, decide whether you want your folder printed or your company logo hot foil stamped instead.
3. Select Your Paper
Choose from a rainbow of 63 paper colors and textures to complement your folder design.
4. Add Your Logo
Last step! Just upload your logo or enter your text. Your custom folders will ship in 7–10 business days.
Low Minimums
Order minimums start at just 150 folders—all with no set-up charges.
Instant Pricing Online
No waiting for a quote. We show you exactly what you'll pay.
Free Email Proofs
See what your folders will look like before production begins.
Free Ground Shipping
Your shipping is on us! Offer applies to all orders over $300.
We make ordering your custom folders online easy and stress-free. Learn how we do it.
Our pocket folders are proudly made in the USA.