Let's make custom financial planner presentation folders for your business.

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Low Minimums

Order minimums start at just 150 folders—all with no set-up charges.

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Instant Pricing Online

No waiting for a quote. We show you exactly what you'll pay.

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Free Email Proofs

See what your folders will look like before we start making them.

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Free Ground Shipping

Your shipping is on us! Offer applies to orders over $300. Excludes Hawaii and Alaska.

These are the folders that investors & financial planners use:

Custom investor folders help build client retention and gain referrals.

If clients have nothing but a plain manila 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.

Don't need bulk branded folders? No problem. We offer a low-minimum custom pocket folder with a 50-piece order minimum.

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.

Use Your 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.

How to order custom folders for your business or firm

Three custom presentation folders with company logos


Choose your pocket folder size.

We have three standard pocket folder sizes: mini, 9" x 12", and legal.

If you're looking for a different kind of branded supply item, we also offer document pouches and custom notepads.


How do you want your logo put on the folder?

Our most popular finishes are printed folders and foil stamped. But if you want something really unique, check out our embossed folders.

Printed and foil stamped pocket folders
Pocket folder paper colors


Choose your folder paper color & texture.

Glossy, texture, recycled, and more. We have a collection of standard papers for custom folders. Need something different? Check out our entire folder paper collection.


Add your business logo.

Upload your logo or branding, or tell us what you want your folder to say.

Need help designing custom folders? Let's chat.

Custom printed letter-sized pocket folder with company folder

How to Order Financial Planner Presentation Folders

Custom printed presentation folder with logo

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: Printed 9" x 12" folder

Custom presentation folders with foil stamped logo

Foil Stamped Folders

Imprint your logo in brilliant metallic or non-metallic foil, available in 23 colors.

Shown: Foil Stamped 9" x 12" Folder (Black Smooth Paper with Copper Foil imprint)

Embossed pocket folder with logo

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.

Ready to order custom folders?

Let's get started

Or call us at (800) 346-3063