Personalized Financial Statement Folders
Show up as the trusted wealth management advisor you are.
Most Popular Financial Statement Folders
Portfolio Folder
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Invis-a-Bind CoverSet™
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JacketCover™
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Deluxe CoverSet™
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Don’t settle. for a hyperlink.
Our Custom Wealth Management Folders Help You Retain Your Clients
As a financial advisor specializing in wealth management for your affluent clients, you must present an image of refined taste, sophistication, and classic style that portrays steadfastness and longevity. You’ve been hired to be a trusted advisor on the most important financial decisions your wealthy clients will make in their lives, so you must look and act the part.
You are counted on to have the wisdom, expertise and vision to build a financial plan that will ensure the proper management of wealth for your clients and their families – and your work may be the foundation of the future health, happiness and security of future generations. So when you deliver your client’s most important financial documents and reports, imagine that your reports are a piece of family history, and may be held, considered, and handed down to heirs and future generations. Lockhart’s finance folders are quite simply the finest luxury folders on the market, without peer, and built to be branded and customized exclusively for our most discriminating clients. Brand your image of excellence and trust with Lockhart quality and prestige.
Presenting your clients with their most important records enclosed in our beautifully embossed statement folders feels more like a sincere thank-you gift than a business transaction—and gifts are not only treasured, they are displayed and remembered.
Deliver with pride.
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Here’s what you can expect.
We never outsource, which means we do everything in-house. By taking full ownership of design, production, quality assurance, and packaging, we can eliminate defects and every possible variable. From that point on, the financial statement folders are yours to fill with incredible value.
Make them pause.
The local office supply store sells presentation folders for every job, and while they are functional, they are also forgettable. Our financial statement folders are designed to make an impression, with premium paper, custom designs, embossed business logos, and a variety of pockets and fasteners to both do the job and get a second look.
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Make your mark.
We’ve got a spot in our hearts for paper, and it turns out that science agrees with us! Studies show that paper triggers parts of the brain that digital notes do not, and that’s why you remember a birthday card from a friend more than those greetings on social media. Our folders turn your rows of numbers into an emotional response in those memory receptors. It’s science!
Why Paper Works »
Make a difference.
So much of our world is disposable. Every day, we discard bits and pieces of our daily lives, never to be seen again, so important records need to be flagged to avoid being overlooked. Enclosing your work in our folders marks it as something to be kept, displayed, and archived for the generations to come.
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You have our word; if you’re not satisfied with your order, you can return it at our expense for an immediate, 100% refund. Guaranteed.
“The folders that we ordered from your company have worked like a charm for us. We did have quite a few clients that complimented on how professional looking they were. The larger size folder was exactly what we needed. Thank you for supplying our firm with a great product. Your product made our work look great! All we sell is numbers! Thank you!”
– Becky Slate
Browse all custom financial statement folders for Wealth Managers.
Portfolio Folder™
Wealth management folder
- Holds up to 325 pages
- Landscape single pocket folder
A distinctive no-assembly folder that provides a simple, elegant way to organize your wealth management work for your most distinguished clients.
Invis-a-bind CoverSet™
Side bound presentation folder
- Holds up to 120 pages
- Binds with staples or fastener
Our Invis-a-bind folders are made with our thicker 160# custom-made paper and conceal the binding for a professional and elegant presentation.
JacketCover™
Custom presentation folder
- Holds up to 140 pages
- Binds with plastic combs
Your presentations and proposals will truly shine with this beautiful Lockhart folder. Pages lay flat and turn easily which works perfectly for those “across the desk” type meetings.
Deluxe CoverSet™
Financial report cover
- Holds up to 40 pages
- Binds using staples
Dress your smaller financial reports for success with this economical folder that conceals the binding for a sophisticated professional look.
Translucent Front CoverSet™
Financial report covers
- Holds up to 40 pages
- Binds using staples
Same functional design as our Deluxe CoverSet except uses a thick translucent vellum front instead that is custom printed with your logo.
Two Piece Covers
Side bound report cover
- Holds up to plastic comb capacity
- Binds with plastic comb
Deliver your professional reports in a classic two-piece report cover. Works particularly well for financial statements, compilations, reviews and other important reports.
“Printing is old school.”
These days, most things have shifted primarily to digital platforms. So when we talk about handcrafted folders, you might be thinking “What for? Everything’s in the cloud! No one prints those documents anymore.”
You’re right. And that’s exactly the point. Few firms go the extra mile these days! That’s why when you provide your clients with paper copies—the tangible result of your work on their behalf—it demonstrates just how much more invested you are in their success.
« WATCH WHAT PAPER DOES TO OUR BRAINS
The truth is, print information plays a huge part in how people feel, how they remember information, and how they are motivated.
Todd Carroll knows numbers.
As a successful CPA, Todd (our client), spent a lot of time thinking about the lifetime value of his client relationships. “For us,” Todd explains, “a single relationship is worth $10-12K per year. So if we keep that client for 20 years, they’re worth $240K.”
One of the ways Todd has nurtured these decades-long relationships is by refusing to provide a digital-only experience. The way he sees it, when firms use digital-only interaction with their clients, the relationship tends to be commoditized. ‘They’re training their clients to not care about them. And that just seems crazy to me,’ he explains.
You should know, we’re probably not what you’d expect.
We’re not some click-and-ship commodity (there are plenty enough of those these days!). We are a family-owned business run by a small team of experienced designers and craftspeople who care about serving our clients as well as we can. Here’s betting you know a thing or two about that. Your conversation starts with Lisa, a designer who has been on our team for decades. She’s not a salesperson—just a human who loves to help.