Beers Investment Group is a prominent investment firm located in Birmingham, Alabama. Founded in 1976, it has over 40 years of experience in providing investment solutions to high net worth individuals, families, businesses and institutions. With a long-standing reputation and expertise across various asset classes, Beers Investment Group offers customized investment management, financial planning and other advisory services to help clients meet their financial goals.
A Full Range of Investment Solutions to Meet Diverse Needs
Beers Investment Group provides a comprehensive suite of investment solutions tailored to the unique needs of each client. Its investment capabilities span multiple asset classes including stocks, bonds, real estate, private equity and hedge funds. The firm takes a goals-based approach in constructing customized portfolios aim to provide optimal risk-adjusted returns. Whether clients are looking to grow wealth, generate income, reduce taxes or preserve capital, Beers Investment Group has the expertise and experience to devise suitable investment plans to meet those objectives.
Seasoned Team Led by Accomplished Veterans
Beers Investment Group is led by a seasoned team of investment professionals with decades of experience across major firms on Wall Street. Bill Beers, the firm’s founder and Chairman, spent over 30 years with Merrill Lynch before establishing Beers Investment Group. Today, the firm boasts a 40-person team featuring renowned experts such as Chief Investment Officer Peter Calamari, who previously served as Chief Investment Officer for Deutsche Bank. This accomplished team leverages institutional-grade resources and applies rigorous analysis to make astute investment decisions.
Trusted Partner for Individuals and Institutions
With offices in Birmingham and Huntsville, Beers Investment Group provides personalized investment management and financial advisory services to high net worth individuals and families across Alabama and beyond. It also serves as a trusted partner to institutions such as pension plans, endowments and family offices. Clients value the firm’s honesty, transparency and commitment to accountability. Beers Investment Group places client interests first and works diligently to preserve and grow client capital.
Commitment to Community
Beers Investment Group maintains a strong commitment to giving back to the local community. It supports various nonprofit organizations focused on poverty relief, education, healthcare and the arts. The firm also provides pro bono financial planning to the less fortunate to assist them in achieving financial stability. Beers Investment Group embodies responsible corporate citizenship and makes meaningful contributions to causes that enrich people’s lives.
With 40+ years of investment experience, Beers Investment Group has established itself as a leading investment management firm in Birmingham, Alabama and surrounding areas. It provides customized solutions tailored to help individual and institutional investors achieve their financial goals.