Financial Portfolio Binders

The “Expert” CHOICE FOR HIGH-QUALITY FINANCIAL PORTFOlio Binders binders.

Our Financial Portfolio binders are the best choice when you need to provide clients, customers, or employees with printed materials while keeping costs low.

Portfolios serve as more than just a means to store important documents—they are a tangible reminder of your work and can enhance your company’s reputation while promoting its branding. K&L Looseleaf has partnered with WealthCounsel to offer a variety of colors, sizes, and portfolio titles to help you present plans to your clients.

With every portfolio you order, a set of tabs is included (view tab titles). Even better, the provided index tabs are designed to work seamlessly with Wealth Docx. The tabs extend halfway down the page (half-cut), allowing you to easily add or remove a tab by simply flipping the next tab over, making it appear as if nothing is missing. You can choose from 64 individual tab titles tailored to your trust plans (packaged with 15 tabs each per set), available for separate purchases.

When selecting the appropriate portfolio size, it’s advisable to print out a plan and measure its thickness. Generally, around 100 sheets of paper equals each ½” of capacity. We recommend ordering the next size up from your measurement for a comfortable fit.

The correct way to measure a binder is by its ring capacity, not the outer spine. The round ring is measured horizontally at its widest point (excluding the metal itself), while the D ring is measured along the straight edge of the ring (excluding the ring itself). Don’t hesitate to contact us if you have any questions so we can ensure you receive the desired size.

All products offered by K&L Looseleaf are customizable— you can add your firm logo and use your firm color for your binders, as well as choose your preferred tab sets. Contact us to discuss customization or shipping inquiries.

* Please note: Binder and tab orders will ship within 3-5 days of receipt. Sometimes, the included tab set may ship separately from the binders. If you need your order by a specific date, please contact us to check availability and whether expedited shipping is required. (Orders shipping to Alaska and Hawaii will be sent via the US Postal Service.)
We offer:

Financial Portfolio Binders and Tab Sets

Below is a list of the Financial Portfolio binder categories with their standard spine width. Custom widths are available.

Business Planning Portfolio (1″)
Business Planning Portfolio (2″)
Estate Planning Portfolio (1″)
Estate Planning Portfolio (1.5″)
Estate Planning Portfolio (2.5″)
Estate Settlement Portfolio (1″)
Estate Settlement Portfolio (2″)
Grun Trust Portfolio (1″)
Irrevocable Trust Portfolio (1″)
Retirement Trust Portfolio (1″)
Trust Administration Portfolio (1.5″)
Veteran’s Benefits Portfolio (1″)
Medicaid Trust portfolio (1″)

Here is a link to the tab sets for our 3-ring financial portfolio binders.

For specific product inquiries, click on
the ‘PRODUCT INQUIRY‘ tab below.

Additional Contact Methods:

Telephone Toll Free: +1 (800) 248-5242

Telephone Local: +1 (847) 439-3300

Request a Quote

General Product Questions

Product Description

Options

Our design consultants will gladly explain and help you select the best options for designing your custom 3-ring financial portfolio binders:

Option	Choices
Summit Wolverine imitation leather	There are many color choices, and samples are available.
Size of sheet accommodated	11″ x 8 ½” + 1/2″
Decorating/finishing techniques	Gold foil stamp on front and spine.
Interior liner	Black Verasuede
Business card holder	Two business card holders heat-sealed (three sides) on inside front cover.
Printing technique for cover and spin text	Silk screen front and spine in black ink.
Cover padding	Soft foam sheets inserted between the cover’s exterior layer and its core provide a cushioned, luxurious feel.
Rings or posts	1″, 1.4″, 2″, or 2.5″ round ring (nickel) with round back-concealed plate.
Construction	Binder board construction, front, spine, and back. Rounded corner.
Location of ring mounts	Back.
Ring mount rivet appearance	Exposed.
Ring or post color	Chrome.
Tab Sets	Click here to see titles for tab sets for each Financial Portfolio Binder category.

Related Items

Our design consultants will be glad to explain and help you select the best-related item for your needs:

Option	Description
Index tabs / divider sheets	Divider sheets with tabs to organize a binder’s contents. The size and color of the tabs and the text can be customized however you like. See Index Tabs.
Vinyl pockets, pouches, and sleeves	Clear vinyl holders that attach to a binder (usually inside the front and back covers) for loose papers, CDs and DVDs, business cards, and other small items. See Vinyl Pockets, Vinyl Pouches, Vinyl Sleeves.
Clear view binders	Binders with clear overlays on the entire front and back covers and spine to let you insert separately printed cover or spine sheets. See Stock Clear View Binders.

Option

Description

Index tabs / divider sheets

Divider sheets with tabs to organize a binder’s contents. The size and color of the tabs and the text can be customized however you like.

See Index Tabs.

Vinyl pockets, pouches, and sleeves

Clear vinyl holders that attach to a binder (usually inside the front and back covers) for loose papers, CDs and DVDs, business cards, and other small items.

See Vinyl Pockets, Vinyl Pouches, Vinyl Sleeves.

Clear view binders

Binders with clear overlays on the entire front and back covers and spine to let you insert separately printed cover or spine sheets.

See Stock Clear View Binders.