Investor Planner 2020

Designed for:

  • investors
  • asset managers
  • advisors
  • planners
  • wealth managers

A five-function organizer in one

  • Planner
  • Calendar
  • Tracker
  • Tables & Charts
  • Journal

The planner helps you:

  • stay on course
  • set investment goals
  • track earnings, indexes and economic data
  • journalize research ideas, decisions and estimates

Ideal gift for:

  • promote customer loyalty
  • tradeshow giveaway branding
  • enhancing staff efficiency

Planner Specification

Size Pages Binding Layout
9in x 7in 196 sidesPerfect Weekly Format

Need Custom Design

  • We have two decades of experience in creating custom planners
  • Select from a list of formats, designs and styles
  • Integrate your custom data
  • Create unique corporate look