Financial Planning Folders

Portfolio Folder™

A distinctive no-assembly folder that will provide a functional solution for your clients and impress at the same time.

Invis-a-bind Coverset™

The side bound version of our Invis-a-bind folders work particularly well for financial statements, especially audits using the secure permanent binding option. Using our thicker 160# paper and concealed binding yields the ultimate professional appearance.


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. Provides just the competitive edge you need for more wins.

Ring BinderSet™

Turn classic 3-ring binder into a powerful expression of your firm’s image. The landscape version also works great for presentations.

Deluxe CoverSet™

Dress your smaller financial reports for success with this economical folder that conceals the binding for a sophisticated professional look.

Translucent Front CoverSet™

Same functional design as our Deluxe Cover except uses a thick translucent vellum front instead that is custom printed with your firm name & logo.

Two Piece Cover

Deliver your professional reports in a classic two-piece cover. Works particularly well for financial statements, compilations, reviews and other important reports.