Investment Strategy Guide
Build trust with clients when you present tailored Investment Strategy Guides. With a guide to investment strategy, clients can walk through goals and risks, ask questions and feel comfortable with you and your advisory firm as a whole. Customize your investment planning guide with premium paper stocks and finishes that ensure your content looks professional and credible.
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SPLIT SHIPPING AVAILABLE AT CHECKOUT
You can ship to multiple addresses for an additional $40 fee. Final shipping costs will be calculated after the order is placed, and we'll notify you of any adjustments.
- Upload your address list along with your job files.
- Select the 'Split Shipping' option during checkout.
SUBMIT ORDER & ARTWORK
Upload your artwork on the shopping cart page and submit your order.
APPROVE YOUR PROOF
Get proof in 1–2 business days; production starts 1 business day after approval.
ORDER LEAVES OUR SHOP
After production has been complete, your order gets shipped!
Need Help With Your Project?
Schedule a consultation with one of our expert sales representatives.
Can't find the right options?
Work with an expert on a custom project by requesting a custom quote.
Product Information
- Customizable by size, paper stock, paper weight and finish
- Ideal for publications with 46 pages or more, up to 2" thick
- Variable data printing lets you personalize individual guides for specific clients, strategies, etc.
- Choose this option for variable data in one spot in your guide. If you'd like to add variable data in multiple areas, please request a Custom Quote.
- Versions feature lets you print multiple guides with different designs and content but the same size, stock and finish
- For file setup help, visit Investment Strategy Guide FAQ
How to Order
If you’re ready to order, here are the next steps:
- Make your printing and finishing selections on this page. After you select your options, you’ll see an instant price quote for your project.
- Click Add to Cart.
- Once in your Cart, you can upload your file. If you don’t have your artwork ready, you can upload it at another time.
- Continue shopping or check out to complete your order.
Please note: If your project includes variable data printing, please view our List File Upload information.
FAQs
- How do I arrange pages for investment guide printing?
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Please provide two files for your guide: a cover file and an interior page file. It’s important to provide the interior page file in the order the pages will be read. In this file:
Page one is the first right-hand body page, page two is the back of page one, page three is the front of the second body page, etc.
PDFs for investment guides must include a cover file as a spread (to include spine width and/or any design or print over the spine) and an interior file that has individual booklet pages in the order they’ll be read.
The minimum and maximum pages perfect bound booklets like this can have depends on the thickness of the paper stock you choose (the thicker the stock, the fewer the pages). We recommend guides have at least 46 pages, and they can be up to 2″ thick.
Print Templates
Download a reference layout guide below to help create your Investment Strategy Guide design.
- 4" x 6" Perfect Bound - Cover
- 4" x 6" Perfect Bound - Cover
- 4" x 6" Perfect Bound - Interior
- 4" x 6" Perfect Bound - Interior
- 5" x 7" Perfect Bound - Cover
- 5" x 7" Perfect Bound - Cover
- 5" x 7" Perfect Bound - Interior
- 5" x 7" Perfect Bound - Interior
- 5.5" x 8.5" Perfect Bound - Cover
- 5.5" x 8.5" Perfect Bound - Cover
- 5.5" x 8.5" Perfect Bound - Interior
- 5.5" x 8.5" Perfect Bound - Interior
- 6" x 9" Perfect Bound - Cover
- 6" x 9" Perfect Bound - Cover
- 6" x 9" Perfect Bound - Interior
- 6" x 9" Perfect Bound - Interior
- 8" x 8" Perfect Bound - Cover
- 8" x 8" Perfect Bound - Cover
- 8" x 8" Perfect Bound - Interior
- 8" x 8" Perfect Bound - Interior
- 8.5" x 11" Perfect Bound - Cover
- 8.5" x 11" Perfect Bound - Cover
- 8.5" x 11" Perfect Bound - Interior
- 8.5" x 11" Perfect Bound - Interior
- 9" x 6" Perfect Bound - Cover
- 9" x 6" Perfect Bound - Cover
- 9" x 6" Perfect Bound - Interior
- 9" x 6" Perfect Bound - Interior
- 9" x 12" Perfect Bound - Cover
- 9" x 12" Perfect Bound - Cover
- 9" x 12" Perfect Bound - Interior
- 9" x 12" Perfect Bound - Interior
- 11" x 8.5" Perfect Bound - Cover
- 11" x 8.5" Perfect Bound - Cover
- 11" x 8.5" Perfect Bound - Interior
- 11" x 8.5" Perfect Bound - Interior
California Residents Only: Proposition 65 Warning
Warning: This product may expose you to chemicals such as Carbon Black, which is known to the State of California to cause cancer, or Toluene, which is known to the State of California to cause birth defects or other reproductive harm. For more information, go to www.P65Warnings.ca.gov.